Europe

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

Extends QE to at least March 2017

Earliest date for inclusion is October 2016

With the results of a referendum on UK membership of the European Union too close to call, we ask investment professionals for their views on the impact of a potential 'No' vote.

RBC's James Jamieson argues too many investors still believe dividends imply a stock must be 'ex growth'.

Europe is benefitting from a valuation discount to the US in terms of P/E and dividend yield, as well as an improving outlook overall.

Delegates at Investment Week's European Breakfast Briefing last month heard from a number of fund managers discussing the region's prospects.

Managed by Nick Sheridan