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.
Strategists and multi-managers are moving back into China following the latest wave of economic reforms detailed in its Third Plenum, with some labelling the package of measures as the ‘catalyst' for stock market returns.