Emerging markets have lost their lustre, but surely bright spots remain?
Investor confidence in the UK has strengthened considerably over the past 12 months, according to the latest investor confidence survey from the Association of Investment Companies (AIC).
Important lessons have already been learnt this year
Fund buyers have flagged the possibility of the country's largest emerging market equity funds reopening after outflows and market falls prompted a sharp drop in assets.
Henderson Strategic Bond fund manager John Pattullo has moved aggressively in to gilts in a bid to hedge against a worldwide deflationary shock caused by the chaos in emerging markets.
Active emerging market equity managers have been given a further incentive to invest ‘off benchmark' after recent market falls emphasised the role played by ETFs.
Investor confidence in UK shares rose at the start of February, according to the latest Lloyds Bank Private Banking Investor Sentiment Index, to reach its highest point in the survey's one year history.
Outgoing Jupiter CEO Edward Bonham Carter has compared the reaction of markets to the end of ultra-loose policy to "Lance Armstrong coming off the drugs" in one of his final speeches before stepping down.
Adviser sentiment towards emerging market investment has increased significantly over the last quarter, according to the latest Baring Asset Management Investment Barometer.
Templeton Emerging Markets group executive chairman Mark Mobius on the vagaries of market volatility - particularly in emerging markets - and why we need to get used to it