FE

CHINA

Kevin McConnell, manager of Bloxham's outperforming Midas Global Absolute Return fund, has warned many of the UK's absolute return vehicles are too correlated to equity markets.

Fidelity's Anthony Bolton is expecting a slowdown in inflation to boost equity markets in China next year, following a sell-off which has hurt performance in 2011.

Fidelity is to launch an onshore version of Amit Lodha's $250m Global Real Asset Securities fund in response to investor demand for tangible assets.