Mirabaud Asset Management's global equities manager Anu Narula has outlined his three best themes to plug into global growth and the economic recovery.
The death of blockbuster pharmaceutical companies has been greatly exaggerated by a market that is too focused on '0-60' stocks, according to Liontrust's Julian Fosh.
The whole market has reached an inflection point and investors must now start to adapt to life without "massive stimulus", according to Psigma manager Bill Mott.
Invesco Perpetual's head of investment Neil Woodford has begun building new positions in a number of businesses across his £25bn fund range over the past year.
Fidelity's Michael Clark has warned against buying into BP and Shell amid a dwindling oil price and ongoing issues for both businesses.