Peter Kaye and Nabeel Mughal, managers of the £98m Melchior North American Opportunities fund, pick five indirect plays on the US housing market.
US bank stress tests last week have boosted the outlook for the global banking sector, said John Yakas, manager of the Polar Capital Financial Opportunities fund, who urged investors not to miss the rally.
After a volatile start to 2012, equity markets have staged a prolonged rally in recent weeks.
Investec manager reveals his stance following EMD rally at start of the year.
The Dow Jones soared to its highest level since December 2007 yesterday, despite the news four banks had failed stress tests.