Schroders' Richard Buxton believes the Bank of England will hold off on raising interest rates this year despite his forecast inflation could reach 5%.
The Indian equity market has fallen 18% and seen a $1.5bn outflow of foreign investment since the start of the year as inflation fears drive investors back to developed markets.
PSigma's highly-regarded manager Bill Mott has made the Chelsea Financial Services Relegation Zone of 86 underperforming funds for the first time after switching into defensives too early.
Market volatility will increase over the next few months as investors begin to take profits, according to Old Mutual's Aston Bradbury, but he still expects the UK market to rise 10% to 15% over the next 18 months, even if there is a correction.
Schroders' Matthew Dobbs is 6% underweight in financials in the group's £84m Asian Alpha Plus fund as the manager attempts to safeguard against rising interest rates in China.
The Fidelity China Special Situations fund is set to issue further C-Shares worth up to £162m following an overwhelming vote by shareholders in favour of the move.
HSBC Global Asset Management has launched two emerging market debt funds for its latest hire Guillermo Osses, head of GEM portfolio management.
Another glitzy Professional Adviser Awards night, another batch of happy winners. And here they all are...
The IMA's Absolute Return sector could be linked to the Managed sectors and broken down into risk profiles, according to director of markets.
LVAM's Graham Ashby has decreased his position in BP, predicting "stodgy" performance following a rally in the share price.