Bankers could see bonuses capped at twice their basic pay and forced to return "golden hellos" if they fail to perform, under draft European rules being drawn up.
Legal & General IM's Ben Gill expects the Bank of England may be forced to intervene to weaken sterling as it explores other forms of QE.
After a volatile start to 2012, equity markets have staged a prolonged rally in recent weeks.
Aberdeen's global equity fund specialist Bruce Stout, manager of the £1bn Murray International trust, has warned investors should be preparing for a decade of no growth in developed economies.