AXA Investment Manager's Julian Thompson has cut exposure to financials by more than 4% in his £224m AXA Framlington Emerging Markets fund, based on concerns over growth in Turkey and valuations in Indonesia.

European leaders have agreed on a revised bailout package, creating a permanent fund to resolve the debt crisis in the eurozone.

Intervention by the G7 and Bank of Japan to stabilise the yen following the Japanese earthquake means the easy money had now been made trading the yen, says Insight's Dale Thomas.

Richard Plackett has increased exposure to banking stocks in his £1.4bn UK Special Situations fund, believing they look attractive after a long period of underperformance.

In a short space of time as CEO of Matrix Asset Management, Angus Woolhouse tells Emma Dunkley how expanding the group's distribution capabilities has been essential to navigating Matrix in the right direction

The Japan crisis will trigger a global commodity boom as it requires more raw materials to rebuild its decimated infrastructure, says HSBC's chief economist Stephen King.

Matrix is moving its flagship Asia long/short fund, managed by Rupert Foster, to daily dealing.

Threadneedle's Jeremy Podger has urged investors to avoid last year's best performers whose share prices have already soared.

HSBC's Douglas Helfer, manager of the £240m GIF Russia Equity fund, has boosted his overweight position in energy since the start of the year, funded by profit-taking in materials.

After only a year since launch, former Insight manager Ana Armstrong has seen her IM Distinction Diversified Real Return (DRR) fund deliver stellar returns in the year since launch, outperforming its longer-established peers.