The euro's stubborn strength has been blamed for many of the eurozone's woes. Now ECB action has weakened the currency, will the result be all positive? Cornelian's David Appleton investigates.

Focusing on the hubbub over emerging market elections means investors will miss the best opportunities. Take China and Korea, which stand out as value havens, says M&G's Matthew Vaight.

Corporate debt

The credit cycle is in the expansionary phase - typically when companies dabble in a little more financial engineering. Credit risk must return to top priority, argues Matt Eagan from Loomis Sayles.

Sizzling market returns have given many investors the feeling that US stocks are overvalued. But judge market gains by earnings, and this is just not the case, explains J.P. Morgan's Paul Quinsee.

UK defensives have been en vogue, but are cyclical stocks - bashed by sterling strength and de-ratings - even worth a look? SVM's Neil Veitch reports.

The water sector's rally has been led by defensives, but investors should now consider infrastructure and cyclical names, explains Spike Hughes from Cohesion Investments.

Markets have rallied a long way in the last two years, and Benjamin Graham and David Dodd, the fathers of value investing, would probably find few opportunities at the moment, according to Jupiter's Ben Whitmore.

The eurozone is on the edge. But why would any investor bet against the ECB, and its fervent efforts to revive Europe? Amundi's Olivier Baduel explains.

Pan-Africa fund house African Alliance is to launch a concentrated global equity fund into the UK, run by F&C's former European equities manager Peter Jarvis.