JOHCM's Scott McGlashan claims Japanese companies must look beyond Japan to defy its depressed stock market.
Legal & General Investment Management's head of active equities Robert Churchlow believes a surge in M&A activity is set to boost the UK market.
Threadneedle is preparing to take on the management of LV='s retail and institutional fund range.
High yield bonds will return 7%-8% in 2011, according to Ian Edmonds of Legg Mason, driven by a surge in M&A and falling default rates.
Convertible bonds offer exposure to the ‘best of both worlds' across bonds and equities, writes RWC's Lakshman Harendran.
Alex Wright is manager of the £7m Fidelity UK Opportunities fund. The top-performing fund has returned 83.5% to investors over the last three years, ahead of the UK Smaller Companies sector average of 25.4%.
Jeremy Tigue, manager of the £2.3bn Foreign & Colonial investment trust, said private equity is in line to climb in value by 10% before the end of the year.