Sarasin's Mark Whitehead has increased his fund's long equity exposure from 40% to 60% since July, attracted by low valuations and a strong Q2 reporting season.
Bearish Société Générale strategist Albert Edwards has warned equities face a "bloodbath" and predicts government bond yields will fall even further.
BlackRock veteran Bob Doll predicts the US stock market could achieve annualised returns of 8% over the next decade.
The FTSE edged slightly higher this morning, buoyed by upbeat earnings announcements from AstraZeneca and BAE Systems.
F&C Global Growth fund manager Terry Coles is joining Newton's global equities team in September.
Royal London's Bradley Mitchell says there is no foundation for the view the UK will enter a double-dip recession.
J.P. Morgan's global equities specialist Jeroen Huysinga has been rotating out of mid-cap stocks and into large caps on valuation grounds.
This week's Conjecture panel discusses the issues around the US recovery
UBS US equity manager explains why he has opted for a more conservative mandate