ING Asset Managements Marco Ruijer runs separate emerging and frontier market debt funds so has plenty of opportunities at hand, more so given two-thirds of the overall EM debt market is now investment grade.
Muhammed Yesilhark has the ambitious target of returning 10-15% annualised returns with around half the volatility across all market cycles.
As a valuation-driven, fundamental, bottom-up stock-picker, Robinson has a clear style with his specific investment ideas varying dependant on where he feels we are in the cycle.
Two years ago, for many investors there was a straight equity shoot-out between investing in either the US or Europe. Here, head of European equities at F&C David Moss explains how, if at all, things have changed.