Worthwhile opportunities in US equities might have been overlooked by investors. Most jumped on the emerging markets train, which now looks overcrowded and heading towards a market bubble.
Franklin Templeton's Mark Mobius has been buying into BRIC stocks in the past month on the belief the current share slump is only a correction in a bull market.
Lazard Asset Management plans to soft-close James Donald's Emerging Markets funds and launch a new growth-orientated GEMs product.
Schroders' Andy Brough believes an eventual collapse of the euro would not be the Doomsday event many fear and could be the best scenario for many nations on the Continent.
Henderson chief economist Simon Ward believes the yen, rather than the US dollar, could be the big winner from a loss of confidence in the euro.
BlackRock vice chairman and chief equity strategist Bob Doll has called an end to the worst of the current equity market correction.
Legg Mason Capital Management has unveiled the eventual successor to renowned fund manager Bill Miller.
A number of hedge funds that made millions from the implosion of America's subprime market are betting on a similarly dramatic collapse of the euro.