Analysis

Contrasting weightings highlight difference of opinion among European equity managers, with SocGen holding almost a third while Eclectica has 2%

Threadneedle manager uses beta portfolio invested in high-quality bonds for liquidity and stability and alpha fixed-interest vehicle to give excess returns

Small-cap managers are taking advantage of cheap valuations to snap up bargains

Bearish financials stance serves Marlborough manager well

Argonaut European Income manager justifies his reputation as a preeminent force in the Europe ex UK sector

Emerging market weightings in the MSCI ACWI have increased over the last two decades from nearly 1% in 1987 to 11% in 1997

Managers in new UK Income and Growth peer group believe increasing difficulty in achieving yield will see more vehicles joining the sector

Average funds posting losses of -14.34% over three years as peer group demand drives spreads to unattractive levels

Martin Currie Portfolio Investment Trust manager favours supermarkets and oil majors to navigate turmoil as private equity space suffers

Omam manager guides UK Select Smaller Companies through worst year since WWII