Invesco Perpetual's Stuart Parks has warned Asian growth rates are poised to drop as central banks move to combat inflation.
Investment Week editor Lawrence Gosling speaks to Craton Capital's Nathalie Han.
Following a week when Japan was rocked by two more devastating earthquakes, Stephen Harker, GLG's star Japan fund manager, explains why he is at odds with optimists who expect the economy to bounce back later this year.
Swip Strategic bond managers Luke Hickmore and Roger Webb discuss the impact on the European sovereign debt crisis on their £68m fund, and how a flexible mandate has benefitted performance.
Manager of Newton Growth and Income funds ups weighting in financial stocks and cuts back defensives as market cycle rotates
Two years of takeovers and mergers have seen GLG transformed. Head of UK retail Richard Phillips tells James Smith how the acquisition of SGAM and subsequent takeover by Man Group have created a firm that can offer a much broader range of options
GSAM chairman Jim O'Neill calls for UK rate rise but expects oil price shock to be temporary
Anthony Cross and co-manager Julian Fosh, running the £53m Liontrust Special Situations fund, have returned more than three times the IMA UK All Companies sector average over the past three years.
Smith & Williamson's Robert Royle and Tana Focke explained to Asset TV why high US unemployment will lead to more QE2 and boost markets.
Ongoing recovery gives managers cause for cautious optimism as Legg Mason Clearbridge US Appreciation stays close to benchmark weightings