Japanese markets have continued to surge back towards pre-financial crisis levels, with the latest move on Monday taking it within a whisker of a six-year high.
Eclectica hedge fund manager Hugh Hendry has said he has been forced to leave his bearish outlook behind as he faces up to a market "which only makes sense through the prism of trends".
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.
When Mike Pinggera joined Four Capital Partners, the group gave him an opportunity to create his own fund from scratch.
The Nikkei rose almost 3% to hit a six-month high overnight after comments in parliament by the Japanese finance minister on currency intervention.
Growth in Japan halved in the third quarter compared to the previous reading, the country's government reported overnight, with weaker consumption and exports pushing growth down.
The US economy has been hitting the headlines for all the wrong reasons in recent months.
Ryan Hughes is planning to increase exposure to Europe in the Apollo multi-asset portfolios in one of his first asset allocation moves since joining the firm.
European Wealth Management's investment strategist Richard Stammers talks to Alasdair Pal about contrarian investing, how he views the UK market and the problems of accessing commodities.