According to Reuters, Crispin Odey, a respected hedge fund manager, took a 5% stake in Man Group last October and increased this further in April when the share price was around 100p, some 20% higher than the current price. Odey is a very astute investor and is admired for buying Barclays’ shares at their post-crunch low in the spring of 2009.

While emerging Asia is gunning to diversify its investment-led GDP cycle in favour of domestic growth drivers, fundamental weaknesses in the region limit policy options. As a result, emerging Asia is finding itself in ever more risky territory, argues Nomura.

Turmoil places onus on whichever administration holds power to rectify economic imbalances.

Economists saw rising levels of country risk among Asian sovereigns in June as investors fled emerging market debt and equity markets, after the US Federal Reserve announced it will unwind its policy of quantitative easing (QE).

A wave of protests over a wide range of political and economic grievances has rocked Brazil, despite the fruits of its decade-long commodity-driven growth having been more evenly shared than other producers. The macroeconomic consequences could be more severe than markets expect, as it heaps on the risk of fiscal laxity and reduces prospects for structural reform, say analysts.

'Financial repression' after the global financial crisis has created an environment of low yield and has changed investor patterns with a long-lasting effect on pension funds, says Create-Research.

Caribbean island receives new IMF loan to avoid default.

As fears of a UK housing bubble grow, high-end London property prices will be well supported by Chinese demand amid wealth accumulation and capital-account liberalization.

Scott Thiel, deputy chief investment officer of fundamental fixed income at BlackRock, comments on today’s ECB announcements.

US economic growth is likely to disappoint market expectations this year -– a game-changer for consensus allocation strategies – if the little-known Chicago Fed's National Activity Index is anything to by. This risk is further underscored by the surprise fall in US manufacturing in May, according to Monday’s ISM report.

Municipal and regional governments are trying to build new investor bases in the teeth of the eurozone crisis. And they’re having success, not least in the Nordic region, which could provide a template for other parts of Europe.

Worrying news from the world of academia: a professor at Warwick Business School has found that some investors refer to stocks 'almost as if they were lovers'.

With fresh signs of political and legislative progress, there is a renewed sense of optimism around the country after more than a year of political posturing that cast a pall over the nation and put the brakes on foreign direct investment that sent asset prices tumbling.

Government considers reforms, including nationalization; Private managers reject profiteering claims

There is just about enough global growth activity to sustain growth-dependent assets. But stagnating Europe remains the weak link that could disrupt peaceful progress.

Banks need to be better regulated. But a financial transactions tax is more than wrongheaded. As currently formulated, it would be hugely damaging.

Private equity pioneers admit they’ve made mistakes. Now, they’re struggling to raise new funds, but they are not giving up. New sectors and revised exit strategies will be key to the next wave of deals.

Japan’s Seibu Holdings and US private equity house Cerberus are at each other’s throats. Cerberus claims that it can improve Seibu’s management; Seibu’s other stakeholders say Cerberus is a vulture fund intent on asset stripping.

Rights of residence in Australia might not be enough to entice Chinese investment; hefty taxes on mining are a deterrent.

BBVA’s additional tier 1 capital raising generated an astonishing €9 billion of orders, prompting bankers to proclaim it the opening of a big new market. But the staggering array and complexity of conversion triggers contained in the deal has set off alarm bells among investors.

Buyout firms struggle with first closes; exits remain tricky, extending holding period of portfolio assets.

Qatar’s investment in VTB helps future deals between Russia and the Gulf, but relations will remain difficult.

More common sense, along the lines of the EC reversal of proposed pension-funding rules, needs to prevail in financial services regulation.

The use of social media by financial institutions has grown – from a non-existent base – during the past two years, but security fears have tempered the pace of adoption, a risk the recent media hacking by the Syrian Electronic Army lays bare.

Ramin Toloui, global co-head of emerging markets, explains what GDP-weighted indices have meant for his firm Pimco.

Against the backdrop of a more friendly posture towards international investors, Mongolia’s commodity-reliant economy is poised for more cyclical volatility, warns a top central Asian investor.

The first crowdlending site specifically for small businesses launched this week in New York, with hopes to expand.

With Brazilian inflation now above the target rate, in mid-April the central bank announced a rise in interest rates for the first time since July 2011. But the move, in the face of stubborn and diffuse pressure (over 70% of the country’s inflation basket is now affected by inflation) was dovish – just a 25 basis point increase in the face of the market expectations of 50bp. The minutes from the central bank’s monetary policy committee meeting also showed that two of the eight members voted against any rise.

After a poor 2012, the central bank forecast growth of 4% for 2013; it has already cut this to 3.1%. International investors are going elsewhere in the region. With domestic investment falling, Brazil will do well even to hit that target.

The central bank-driven global money-go-round has been turning ever faster since last summer. Now the Bank of Japan has turbo-charged it. So far, investors are enjoying the ride. But a bout of nausea cannot be ruled out.