Absolute return providers have been forced to respond to capacity questions by changing fund remits or even soft-closing vehicles as flows into the sector leap this year.
European equities have their attractions but the continent's economic position will disappoint investors for years to come, according to Carmignac Gestion's Frédéric Leroux.
After an event-filled 12 months, industry experts reveal how they are shaping their portfolios coming into 2013.
France is set to slide into recession imminently, sparking changes in government as soon as next Spring, according to Carmignac Gestion founder Edouard Carmignac.