China

A year hyped as the start of a great rotation from bonds into equities actually saw more of a trickle out of fixed income, but it was not plain sailing for bond funds.

Aggreko's share price shot up more than 8% yesterday, after the firm won contracts to supply power at next year's World Cup in Brazil and Commonwealth Games in Glasgow.

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INVESTMENT TRUSTS

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Alexander Friedman, global CIO at UBS Wealth Management, sees Japan as ‘more of a risk' to investors than China in the coming year.

Markets are fickle creatures. This time last year, China was a veritable investment dog for most institutional investors. Now, a short 12 months later, it must qualify as the top contrarian bet for 2014.

Despite the slowdown in Asian growth this year, the banking sector remains in rude health, according to Aberdeen Asset Management's Hugh Young.

Eclectica's Hugh Hendry has said he would buy into online currency Bitcoin if it were feasible to do so within his funds.

In part two of our report from Investment Week's Global Investment Focus event, held in London on 13 November, Laura Dew asks our speakers for their views on the markets, and where they are finding the best opportunities right now.