Analysis

Despite the slowdown in Asian growth this year, the banking sector remains in rude health, according to Aberdeen Asset Management's Hugh Young.

Investment trust buyers are selling their infrastructure holdings, rotating into open-ended vehicles or exiting the sector entirely as premiums hit record levels.

Majedie's UK Income fund is close to the upper limit it is allowed in overseas stocks, as manager Chris Reid looks for opportunities in international dividend payers.

Potential interest rate rise in 2014 could prompt flight from fixed income into commercial property.

Hugh Sergeant, manager of the River and Mercantile World Recovery fund and the group's top performing UK Equity Long Term Recovery fund, has been eyeing opportunities across Europe despite the uncertain outlook for the region.

ON UK GROWTH

ON JAPAN

ON EUROPE

ONE TO WATCH