Charles Martyn-Hemphill and Will Kenney at Spencer House Capital Management (SHCM) are set to join JO Hambro Investment Management (JOHIM) in February.

Fundsmith founder Terry Smith says China is the story for 2011 and warns the economy could be poised to 'fall over'.

Rising emerging market stocks have boosted the MSCI EM index to its highest level in two and a half years, on speculation China's inflation eased last month.

Rising inflation is applying upwards pressure on interest rates, creating the potential for an acute policy dilemma later in the year, says Cazenove's Richard Jeffrey.

Artemis' William Littlewood has reduced overall net equity exposure in his £700m Strategic Assets fund in the view rising shares are vulnerable to disappointment.

Royal London Asset Management is changing the name of its £472.5m UK Special Situations fund to the UK Opportunities fund from 21 January.

Scottish Widows Investment Partnership (Swip) has appointed Kevin Addison as head of wholesale, filling the gap left by Tony Maddock who moved to Lazard Asset Management in November.

Matthew Cobon has joined Threadneedle asa fixed income fund manager within the firm's developed government and currency team, led by Quentin Fitzsimmons.

Regulatory issues are holding BlackRock's Mark Lyttleton back from increasing exposure to financials, as he says valuations look attractive.

HSBC has bolstered its ETF range with the addition of a fund providing exposure to the Far East.