Sarasin managing partner Guy Monson has been orientating to take advantage of the weakening euro in his global multi-asset fund.
The new Government has announced plans for a total shake-up of financial services regulation to conclude in 2012, which is also the deadline for IFAs to meet RDR requirements.
PSigma's James Abate says the US market has hit its trough and will not slump further this year, but is likely to see a "huge rally" in the reporting season.
Fears Hungary will be the next European country to suffer a debt crisis are unfounded, and simply based on "political rhetoric", say Axa strategists Raphael Gallardo and Sebastian Paris-Horvitz.
The head of Barings' Asia Multi Asset Group, Khiem Do, believes ongoing concern over a Chinese property bubble has created good value in the sector.
It is not surprising with the national debt at around £156bn the new coalition Government has focused on deficit reduction ahead of encouraging further long-term savings in its first few weeks in office.
The UK's new coalition Government is preparing to make large-scale spending cuts in an attempt to reduce the country's worryingly large Budget deficit, and managers are bracing themselves for the possible impact.