Managers respond to big question
For mis-selling RMBS in subprime crisis
Technology and EM consumer landscape
Particuarly bullish on financials
Japan sees biggest one-month jump in sentiment
It is easy to get lost in the many headlines proclaiming impending doom for Italy's banking system (especially following the 'no' vote in the constitutional referendum), or in the complex details of state aid and debt burden sharing.
Cyclicals beginning to outperform