Europe

Enforced disclosure of OTC trades

Believes in rebound in technology spending

Being at the heart of today's smartphone and data usage explosion, it is hard to see how an investment in a European incumbent telecoms company could possibly have gone wrong in the past decade or so.

The economic conditions are not improving significantly in the eurozone with poor growth and low inflation, according to EI Sturdza's Eric Vanraes.

Fund launching next week

Follows closure of Asia Property fund in July

Two new managers appointed

Over the past couple of months, Oyster's Claire Shaw has actively increased the fund's exposure to emerging markets as it is one of the most out of favour themes in the market right now.

Structural over-capacity and falling productivity in many once-booming sectors means the Chinese economic model is now in crisis, Barry Norris, founder and CEO of Argonaut Capital.

Advises investors to de-risk portfolios