Japanese equity managers are betting on the domestic consumption theme following the Bank of Japan's aggressive move earlier this month to avert deflation and stimulate the flagging economy.
Economic growth in China slowed unexpectedly in the first quarter of the year, sparking concerns about the strength of the country's recovery.
Bond managers have added to risk assets, while shorts on the yen hit a five-year high after the Bank of Japan (BoJ) announced radical monetary easing measures.
Goldman Sachs expects strong returns from equities to continue in the next three years, led by the Asia ex Japan region.
Two of the largest pharma stocks in the UK market could have 30%-50% upside from here, according to Schroder income duo Nick Kirrage and Kevin Murphy.
Our ten most popular stories of this week were something of a mixed bag - readers wanted to know which were the most popular funds of Q1, why equity valuations could be misleading, and who was the latest high profile hire at Ashcourt Rowan.
The Financial Services Authority (FSA) blocked just 30 out of a possible 227,000 applications from individuals to join the financial sector in the six years since the banking crisis erupted, a rejection rate of just 0.01%.
Despite the prospect of a triple-dip recession and yearly rises in tax on alcohol, the British are still taking to the pub in droves. Annabelle Williams looks at an alternative way to invest in the sector.
A former senior partner at KPMG has been charged with insider trading after it was alleged he exchanged stock tips for cash and jewellery including a Rolex watch.
Andrew Wells, Fidelity's global CIO for fixed income, has said this year will be about the hunt for income, but warned low interest rates and low growth will be dangerous for investors.