Analysis

Delegates at Investment Week's Channel Islands Summit last month heard from a number of fund managers discussing their current portfolio positioning.

Rhys Davies, fixed interest deputy fund manager at Invesco Perpetual and manager of the City Merchants High Yield investment trust, explores what the recent rise in yields in the high yield market means for investors.

Recovery from summer sell-off

Last week's news that BRIC pioneer Goldman Sachs had been forced to merge its fund into a wider emerging markets offering seemed to sound the death knell for what were once hugely popular vehicles less than a decade ago.

Rising stars of the industry

Rate uncertainty weighs on markets

Simon Finch, manager of the Ashburton India Equity Opportunities fund, looks at how China's demographics compare with India, following recent changes.

Period of heavy fines has passed

Despite the negative sentiment and a rise in risks, the fundamentals of Asia are better positioned to withstand an external shock than other EM regions, according to Jade Fu, investment manager at Heartwood Investment Management