Two of Pictet's emerging markets team, including Russia fund manager Peter Jarvis, have left Pictet Asset Management(PAM), Investment Week can reveal.
Aberdeen's head of emerging market debt expects emerging market currencies to be the key drivers of superior returns from the asset class in 2013.
Investors still face at least two years of uncertainty before a degree of normality returns to markets, according to Jim Stride, head of AXA IM's £13bn Distribution range.
China will be the most attractive emerging market in the next six to 12 months, according to Conrad Saldanha of Neuberger Berman.
One of the key positive aspects of equity investment is that you can buy and sell stakes in small and larger companies, safe in the knowledge prospective and existing owners of a business are being treated equally.
What should we do about Russia as an investment opportunity? Until recently, I have been incredibly negative about Russian equities, but I have largely been happy to let the numbers speak for themselves.
Top UK equity income managers have been cutting their weighting in tobacco stocks as concerns over earnings momentum and new rules on plain packaging put pressure on share prices.