Managers from Martin Currie, Threadneedle, Aberdeen, Rathbones and other top groups give us their views.
Tom Walker Manager, Martin Currie North American fund It is certainly not all sweetness and light in North America. The US were within an hour of government shutdown before politicians could agree this year's budget. But we should be wary of reading too much into macroeconomic turmoil. Despite the sovereign-debt crisis, European markets posted a strong first quarter - and the euro is up 8% against the dollar this year. And while the dreadful tragedy in Japan sparked a steep sell-off in the country's stockmarket, the events are already being seen as a buying opportunity in so...
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