Aberdeen's global equity fund specialist Bruce Stout, manager of the £1bn Murray International trust, has warned investors should be preparing for a decade of no growth in developed economies.
US payroll figures boosted markets on Friday after companies added more jobs than expected, continuing the trend of positive news coming out of the world's biggest economy.
The chairman of Goldman Sachs Asset Management, Jim O'Neill, said another positive US payroll result on Friday could prompt a renewed rally in US equities.
Quantitative easing will not lift the UK out of its economic slump, as monetary stimulus in a financial downturn is ‘like stuffing cash into a black hole', said Eden's Leigh Himsworth.
Marlborough's Giles Hargreave has reversed his notoriously bearish stance on equity markets for the first time since 2008, telling investors now is the time to be fully invested.