In the latest Conjecture debate, our panelists from North Investment Partners, S&P Capital IQ and Threadneedle discussed US Equities.

Patrick Sumner, head of property equities at Henderson Global Investors, has warned investors the market is pricing in a substantial fall in property values across Europe.

European companies trading on high price/earnings ratios amid a cheap market can still deliver strong returns for investors in the coming years, according to Mark Page, co-manager of the Artemis European Opportunities fund.

The new Jupiter Strategic Reserve fund has a 40% exposure to sovereign debt even though manager Miles Geldard is negative on the asset class.

Ecclesiastical's Neville White argues it is time to hold company executives to account over renumeration, as the 'shareholder spring' movement gains momentum.

ON EMs

ON BONDS

ON EUROPE

It is a scary world out there isn't it?

In the second in a two-part special, fund managers reveal the plays that have contributed to their performance since January.