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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated). Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.

Japan star Kaye: three reasons we don’t hold energy stocks

Comgest’s Richard Kaye defends his zero position in energy and utilities and offers up an alternative.

Exclusive: AAA-rated PM exits boutique

Charlemagne Capital’s Akhilesh Baveja leaves the firm following seven-year stint.

Class acts: how to tap China’s 'unique phenomenon'

Mirae’s Joohee An is learning lessons from an aspiring sector.

CIO reveals top bet in EM small-cap space

Thomas Vester picks through the overlooked ratings agency market for unloved growth.

A-rated Chadha: why I’m betting big on banks

Mirae’s co-CIO says investor need to look towards India’s private sector banks.

Exclusive: BMO GAM soft-closes frontier strategy

Strategy shut to new investors after hitting capacity limit, Citywire Selector has learned.