What is on industry leaders' radar for the next six months?
We remain bullish on Europe - not because of the macro position, which so many use as the driving force, but because of the stockpicking process we carry out.
Exporters to perform well
SharingAlpha has revealed the top-rated funds by its fund selector users as at the end of April, with Terry Smith's £14.7bn Fundsmith Equity fund still the most popular in fund-of-funds portfolios.
Combined inflows of €17.8bn
Tom O’Hara and Tom Lemaigre join from Exane BNP Paribas and RWC Partners respectively