SVM UK Opportunities manager Neil Veitch believes M&A activity is set to increase in the UK market as sterling continues its recent slide.
Aegon's Audrey Ryan believes an increase in M&A activity will drive UK equity returns in 2010.
Thematic approach ensures Newton UK equity income manager increases distribution and income throughout a tempestuous 18 months
From an economic viewpoint, it is difficult to disagree with the consensus view UK economic growth will be challenging for the next couple of years.
Wheb's Nicola Donnelly has halved her fund's exposure to sterling because of the UK's uncertain economic outlook.
Climate of low interest rates has allowed small companies that rely on borrowing to grow and provide good opportunities for investors
The probability of an economic recovery is very good, but the promised pay-off could be disappointing because, in many instances, we are being asked to pay happy prices for happy outcomes.
Skandia's UK Strategic Best Ideas fund has reached an all-time-high net market exposure following the removal of two mandates last month.
Aberdeen's Jeremy Whitley is reducing exposure to domestic-focused UK companies in favour of stocks with growing global reach.
Legal & General Investment Management's Georgina Taylor believes 2010 will be a far tougher year for UK equities compared with 2009.