Goldman Sachs' global equity team sees IT companies as main beneficiaries of improved tech infrastructure.
City Financial's Mark Harris has increased exposure to India following the election, despite concerns over the prospects for emerging markets if developed economies continue to wind up stimulus packages.
Liontrust has seen a rise in assets under management and a jump in pre-tax profits, after its acquisition of multi-asset business North Investment Partners last October.
Chancellor George Osborne broke the Treasury's own rules when introducing the Help to Buy scheme, according to a report by the House of Commons public accounts committee.
The hunt for active return is still on and with more realistic pricing, hedge funds could be the answer, argues Neuberger Berman's Fred Ingham.
ING's emerging markets hard currency debt team has increased its exposure to troubled former Soviet state Ukraine following the stand-off in Eastern Europe.
David Jane, founder of Darwin Investment Managers, is planning to diversify the Miton multi-asset funds and utilise excess cash to improve on recent poor returns.
Markets will grind higher, but the road will be a bumpy one, and risk trades still have their place explains Santander Asset Management's multi-asset chief Toby Vaughan.
Julie Dickson, equities portfolio manager at Ashmore, says despite a huge growth in the asset class, frontier markets remain an under-allocated asset class.