Ben Lofthouse has added mainly to Chinese equities following signs of reforms in the country’s state owned enterprises.
Bestinvest has published its latest Spot the Dog report, highlighting 49 underperforming funds running £19.55bn in assets.
Apollo Multi Asset Management has spent recent months moving into two areas of the market that have been relatively unloved by investors of late - Japan and emerging markets.
Some investors could be looking for new funds for their portfolios on 1 July, when the Isa tax-free limit rises to £15,000 following the overhauls laid out by chancellor George Osborne in the 2014 Budget.
Chief investment officer Tom Becket says “boring” veneer conceals a number of contrarian plays.
Some investors believe Japan’s prime minsiter Shinzo Abe will move away from his economic plans to a more nationalist agenda.
The surge in the Japanese stockmarket during 2013 has given way to disappointment in the opening months of 2014 as investors grow cautious on the promises made by ‘Abenomics’.
China has posted better-than-expected growth figures for the opening quarter of 2014, leading some to question whether fears of hard landing in the world’s second largest economy have been overdone.
Japanese equities have had a tough start to 2014 as investors worry that its government will fail to make good on its pledge to kickstart growth in the world’s third largest economy.
Investors are starting to express concern over the slow pace of progress in Japan’s structural reforms, leaving fund managers split over the opportunities in the world’s third largest economy.
Fund managers are sticking by Japan despite a weak start to 2014 and the market correction at the start of February.
Emerging markets had a tough 2013 and events of the last week have seen them sell off even more. But should investors be cautious about being underweight emerging markets right now?
Asset allocators are continuing to add risk to their portfolios even as concerns grow that the stockmarkets are looking expensive, the latest Bank of America Merrill Lynch Fund Manager Survey shows.
HL’s research and fund management teams have highlighted nine funds they find interesting for their own portfolios.
Advisers look to contrarian commodities and value plays as equities look fully valued overall and bonds continue to appear expensive.
Wealth manager Brewin Dolphin is tipping a year of “perfect calm” for 2014 and has highlighted six funds for investors looking to put more risk in their portfolios.
With 2013 almost over, many investors will have their eyes on where to allocate money in 2014 following the strong bull that dominated this year.
Despite several bumps, 2013 has been a year of strong returns for the world’s equity markets and investors in them.
Indications of an end to monetary easing in the US have put a damper on Japan’s feelgood mood, but its markets remain above pre-Abe levels despite Fukushima and other worries.
Nomura says the investor flight that has hit emerging Asian markets is close to coming to an end.