Fifth Third Asset Management president and CIO Keith Wirtz believes the US capital markets will enjoy a late rally following the mid-term elections in November.

J.P. Morgan Asset Management's Bob Michele intends to double his exposure to emerging market debt by the end of the year.

Domestic consumption and natural resources exports expected to drive recovery

Aberdeen's Jeremy Whitley is reducing exposure to domestic-focused UK companies in favour of stocks with growing global reach.

Martin Currie China manager positive on tech and food

The optimistic outlook for global emerging markets equities is being overplayed, Standard Life Investments believes.

Barings' Percival Stanion remains cautious on equity valuations believing the risks to the bond market could derail the current bull run.

Baillie Gifford is to cut the AMC on its Greater China fund to bring it in line with the firm's other equity products.

Aegon has cut the AMC on its newly-launched Global Opportunities fund for the first €150m under management.

Hargreaves Lansdown has dropped Martin Currie's Global Alpha fund from its Wealth 150 list, citing lagging relative performance and poor stock selection.