fund manager views

The lower percentage of European stocks setting new 252-day highs suggests the region's markets are teetering on the edge of a correction, explains Artemis European manager Mark Page.

Asian markets are shifting from a growth to value focus, and investors could reposition accordingly, explains BlackRock's Andrew Swan.

The relative weakness in the small-cap market shows the market is having trouble digesting the extraordinary level of recent equity issuance, explains Franklin Templeton small cap manager Richard Bullas.

Spain is still a risk-on play, but its restructured banking sector provide a good way to play the recovery, explains Mirabaud's Antonio Hormigos.

Michael Ulrich on UK Growth

Ciaran Mallon on UK Income

David Vickers on Japan

Sunil Asnani on India

Malek Bou-Diab on Africa

Salman Ahmed on Bonds