Banks across the world have rallied sharply in the last 12 months, the shares featuring among the best performing stocks in many indices but, after a sharp climb, are there any opportunities left for investors?
Some of the largest funds in the IMA Global Emerging Markets and Asia Pacific ex Japan sectors have significantly increased exposure to Indian equities over 12 months to the end of January.
As the most popular emerging market equity funds are soft closing to stem inflows, wealth managers are being forced to look for alternatives beyond their usual top picks.
Polar Capital has reported a jump in assets under management in its latest group update.
Ben Rogoff has moved fully invested on the £515m Polar Capital Technology trust in the view share prices will be supported even if tech firms see further earnings downgrades.
Polar Capital is set to launch a highly concentrated Japan Alpha product for ex-Schroders manager Gerard Cawley.
Apple's glory days are numbered and it will be impossible for the technology giant to sustain its meteoric pace of growth, according to Ben Rogoff, manager of the £412m Polar Capital Technology trust.