BlackRock's Bob Doll said stock prices need to rise and bond prices need to fall before American investors will buy US stocks again.
Canny investors should have heeded the "clear signal" to buy equities in December, as they are set to rise despite the threat of a bear market in bonds, said Investec's Max King.
Barclays has bowed to pressure from shareholders ahead of its AGM by putting a new clause into boss Bob Diamond's bonus package which could cut his payout in half.
Analysts at Investec Bank have warned investors RBS shares will not rocket back to highs seen last summer, as returns on equity continue to be constrained.
India's central bank has cut interest rates for the first time in three years in an attempt to boost growth.
Kames Capital has moved its Inflation Linked fund into the IMA's Mixed Investment 0-35% Shares sector.
The sheer size of US corporate cash piles could provide a boost to the wider economy this year, according to Capital Economics.
The Prusik Asian Equity Income fund has reached $50m in size and its first share class is closing to new investment.
Equity valuations that are reflecting "unrealistically large declines in growth and returns" present one of the best buying opportunities in a generation, according to Goldman Sachs.
A look back over the best and worst performing asset classes over the last ten years offers few clear answers as to where the canny investor should have put their money.