Fund managers spoke about their portfolio strategies and market views at the inaugural Investment Week Funds to Watch UK Equities conference.
Liontrust AM's John Husselbee analyses which global markets are offering the best value as the first half of a volatile 2016 comes to a close.
Eoin Murray, head of the investment office at Hermes Investment Management, questions how much of the recent market rally is grounded in reality.
Nearing end of stockmarket cycle
Growth only a fraction of what it has been in past
Latest Lloyds Private Banking survey
Remained unchanged between January and February