No-one likes a party pooper, but could someone please explain to this bemused contrarian why equity investors have suddenly become so optimistic?
Robert Anstey, lead manager of the Hermes US Small & Mid Cap fund, explains where his team is finding value further down the market-cap spectrum.
First State Investments' Peter Meany, head of global listed infrastructure, explains how he is positioning his portfolio to capture the best opportunities in a varied space.