Top UK stockpicker Henry Dixon has warned fellow shareholders in Aberdeen Asset Management they face a tough six months, but said the longer-term outlook for the group remains strong.
Stock selection will be particularly important in the UK retail sector in future, according to Aviva Investors' Chris Murphy, after a number of high street stores started the year with disappointing results.
Legg Mason Capital Management's Sam Peters has said US financials are the cheapest cyclical stocks in the US market and will climb sharply if interest rates increase this year.