Baillie Gifford's European equity specialist Tom Coutts said the Italian election was not a game-changer for markets, but has thrown up opportunities for stockpickers as uncertainty hit share prices.
Europe is on the road to economic recovery as Ireland becomes the first country to emerge from the financial crisis, according to T. Rowe Price's European equity manager Dean Tenerelli.
The number of fund managers backing a strengthening in the US dollar hit a record high in March, as optimism over the US recovery also gathered pace.
China should liberalise the renminbi to support the floundering global economy, according to Robert Horrocks, chief investment officer of specialist fund house Matthews Asia.
Alliance Trust chief executive Katherine Garrett-Cox has outlined three roadblocks which could hinder economic growth in 2013 and derail soaring global equity markets.
Investors question whether gold has lost its shine as China growth picks up and US shows signs of recovery.