With European companies reporting significant earnings growth in 2010, Henderson's Richard Pease says these opportunities can no longer be ignored.
Terry Smith, the City veteran planning to start his own fund group, warns of the "pernicious danger" of adviser inactivity following the RDR.
Ignis head of credit portfolio management Chris Bowie explains his defensive positioning on expectations of a further $2trn of US and £400bn of UK quantitative easing.