Dividing Europe in to 'core' and 'peripheral' markets is an old debate, and now it makes more sense to distinguish between growth and no growth markets, explains Johan Jooste, UK chief investment officer at Julius Baer.
Substantial risks do remain in the US market, but steer clear of cyclical sectors and it should be plain sailing, argues Carmignac Gestion's Sandra Crowl.
Miserly performance is on the cards for giant bond funds - but Tesco bonds and index-linked gilts stand out, says Charles Stanley investment manager Kris Barclay.
Brunner Investment trust's Jeremy Thomas gives a run-down of his favourite high yielding stocks from across the globe, including Switzerland, Australia and the US.
Many managers are expecting a correction in the UK market. But with prices at current levels, market rotations could continue without much change in the overall level of the All-Share, argues Premier Asset Management's Chris White.