Mike Felton, manager of the £724m M&G UK Growth fund, is finding some of the best value investment opportunities in the resources sector, saying most of the UK market looks overvalued.
The International Monetary Fund (IMF) upgraded its UK GDP forecast and now predicts the country will see stronger growth than any other G7 economy this year.
The UK economy is set to grow by 2.5% this year and 2.1% in 2015, the National Institute of Economic and Social Research (NIESR) has predicted.
Britain's growth rate could reach as high as 4% this year as the recovery accelerates, economists have said.
David Coombs, head of multi-asset investments at Rathbone Unit Trust Management, has bought a number of new funds in the last few months as he rejigs his portfolios to focus on global growth.
Lindsell Train co-founder Nick Train has admitted to being "flabbergasted" by a recent spell of outperformance in his £355m Finsbury Growth & Income trust.
The International Monetary Fund (IMF) is expected to release a gloomier picture of the world economy this week, trimming its forecast for global growth this year by 0.1%.
UK think-tank NIESR has revised down its growth forecast for the UK next year, despite a strong third quarter which has seen the economy emerge from recession.