Analysis

Chinese funds dominate Asia ex Japan peer group over three years, with top-performing Gartmore and Neptune managers still bullish on the region

Rathbones Global Opps manager avoids defensive sectors in favour of untraumatised stocks

Johnny Russell highlights underweight positions in mining and oil, and overweights in financials, as behind tough 2007

European Alpha manager Wiseman has diversified portfolio and moved out of small caps as market conditions have become more difficult

Johim's Waverton manager reduces stocks to make Global Equity fund more concentrated mandate

FSA: latest Risk Outlook highlights concerns that firms may be distracted from issues like treating customers fairly in the current economic environment

The fund aims to produce long-term capital growth by investment in the USA and Canada. Open-ended...

UBS manager acknowledges small-cap demand is waning after strong run, but highlights major opportunities as long as market avoids recession

Baillie Gifford Emerging Markets Growth portfolio tops peer group over three years, with average sector return in excess of 100% over three years

Axa Framlington manager William Calvert also playing Middle East on emerging vehicle