Analysis

ON UK INCOME

ON BONDS

ON SPECIALIST

The LIBOR-rigging scandal that engulfed the banks in 2012 further dented their badly tarnished reputation and dealt another blow to public confidence, leaving investors uncertain how to play the sector.

Last November Argonaut's Barry Norris celebrated a decade managing European equity funds, through a period that has seen the end of the dotcom era, a global financial crisis, and a sovereign debt crisis in Europe.

After an event-filled 12 months, industry experts reveal how they will be shaping their portfolios for the start of the new year

Investors continue to weigh up the benefits of proactive central bank policy against the muted levels of economic growth from developed countries in a deleveraging world.

FRANCE

Africa and the Middle East are set to spend billions on infrastructure which could trigger an economic boom, according to Oliver Bell, manager of the T. Rowe Price Middle East & Africa Equity fund.

China will be the most attractive emerging market in the next six to 12 months, according to Conrad Saldanha of Neuberger Berman.