First State Investments' emerging market and Asia Pacific specialist Angus Tulloch tells Kyle Caldwell about the macroeconomic headwinds preventing him from taking a bullish stance on the region.
James Henderson has managed Henderson Global Investors' UK Equity Income fund since 2005, taking on the mandate after a long spell at the asset manager.
Investec manager reveals his stance following EMD rally at start of the year.
Schroders' Asian Alpha Plus fund manager explains why he is not ready to go ‘hell for leather' on China, warning the economy faces challenges to shift to a domestic growth model.
In this Q&A Merlin manager and Jupiter CIO John Chatfeild-Roberts explains his thinking on financials and his fears over the impact of quantitative easing.