Pictet Asset Management's Adrian Hickey, head of Japanese equities, highlights five attractively valued small-cap stocks set to benefit from the nation's post-earthquake reconstruction spend.
Money printing by developed world central banks is the equivalent of throwing gasoline on a fire and could damage the global economy in the long term, said Legg Mason's David Nadel.
Dalton SP's Peter Kaye has slashed his exposure to energy and technology sectors in favour of defensive stocks on negative US sentiment, but forecasts a bounce back in the US equity market.
Greg Woodard, lead manager of the £1.4bn GAM Star US All Cap Equity fund, has said the end of the second round of quantitative easing in the US has already been priced in to equity markets.
Japan's manufacturing sector has beaten expectations following March's earthquake and tsunami, said Bill O'Neill, chief investment officer of Merrill Lynch, who sees further upside in Japanese equities.
Martin Currie is planning to broaden the investment remit of Tom Walker's Portfolio investment trust by converting it into a pure global equities trust.
BNY Mellon Asset Management has launched a Latin America Infrastructure fund through its subsidiary BNY Mellon ARX Investimentos, a Brazilian boutique.
Threadneedle's Cormac Weldon has reduced his fund's allocation to banks after being hit by consolidation among cyclical stocks earlier this year.
The volatility of the past two months experienced not only by US equities but across the world has been interpreted as evidence last year's so-called ‘dash to trash' is nearing an end.