Russia

Neptune founder Robin Geffen has increased his holdings in certain sectors in Russia, principally exporters, in the face of the ongoing geopolitical crisis over Ukraine.

Argentina defaulted on its debt payments late last month after talks between a group of bondholders and the country collapsed, but it is not the only emerging market which looks vulnerable to a financial shock.

EMERGING MARKET DIVIDENDS

We need to talk about Russia

EM RISK

Economies around the globe need to shore up their fiscal positions now following an improvement in growth rates, and before the next crisis hits home, the World Bank has warned.

Oil major BP reported Q1 profits of $3.2bn, compared to $4.2bn in the first three months of 2013.

RenAsset's Plamen Monovski has argued an equally weighted fund is the most effective way to invest in emerging markets, but said the concept has yet to gain much recognition.

QUICKFIRE Q&A

EUROPE