Aberdeen's head of global equities Stephen Docherty has been adding defensive stocks to the £664m World Equity portfolio in anticipation of the end of the cyclical rally.
Asian and emerging markets have been a key driver of performance for the Threadneedle Global Equity Income fund since its 2007 launch, as the Western dividend culture spreads into the developing world.
Cazenove vehicle beats Corporate Bond sector average by 5.3% over three years
According to Pictet Asset Management, it is possible to identify slowly evolving tendencies - in demographics, the environment and society - that can be forecast with some confidence.
Cazenove's Matt Hudson is urging investors to keep faith with the UK equity income space despite a turbulent few years for the market.
Managers of the recently-launched JO Hambro Capital Management (JOHCM) Emerging Markets fund remain convinced there are opportunities in consumer-facing EM sectors despite fears of a bubble.
Global Tech manager says sector-boosting internet technology is about to come of age
Cazenove head of credit and Strategic Bond manager believes Basel III Committee's capital buffer requirements for banks did not go far enough
Aegon's high conviction UK Opportunities portfolio has outperformed UK All Companies sector since launch with focus on fundamental analysis
Veritas global income fund sees inflows intensifying as investors seek yield overseas