HSBC's Nick Timberlake believes there are strong pockets of opportunity in emerging markets including Russia which spent most of 2010 out of favour with global investors.
Revera's Glen Nimmo says next year is likely to be one of steady share price appreciation as strong cash flows passed back to shareholders are reinvested into the market.
Iain Stewart, manager of the Newton Real Return fund, explains why targeting an absolute return is a reasonable response to a changed investment landscape.