Global

Fidelity's head of research for European equities, Henk-Jan Rikkerink, has outlined eight core themes revealed in a recent survey of the group's investment professionals.

James Sullivan, co-manager of the Miton Special Situations and Strategic portfolios, warns investors not to get too carried away by the New Year optimism.

THE BIQ QUESTION

The chief executive of UBS' investment bank has admitted the banking industry must change, as bankers have become "too arrogant".

ON NORTH AMERICA

Psigma's chief investment officer Tom Becket outlines his five core investment themes for the next five years, with uncorrelated yield and emerging market growth featuring on his list of priorities.

The current equity rally is sustainable but investors should not forget the longer-term impact of inflationary policies , according to Jupiter CIO John Chatfeild-Roberts.

Goldman Sachs Asset Management (GSAM)'s chairman Jim O'Neill outlines five encouraging signs from the global economy and asks whether 2013 will be the year investors ditch fixed income in favour of equities.

GLOBAL GROWTH

Schroders Private Bank has highlighted the three areas of the market it expects to outperform this year, pointing to Japan, UK property, and commodities as potential winners.