Gold ETFs have started seeing inflows for the first time in months, as political turmoil in the Ukraine and weak Chinese data pushed investors into safe havens.
Andrew Neville, manager of the Allianz Global Small Cap Equity fund, has said the best value stocks across global markets can now be found in Southern Europe, following rallies across most of the globe.
Jonathan Pines, manager of the Hermes Asia ex Japan Equity fund, has named five stocks that helped him beat competitors in his peer group last year.
Fund buyers have flagged the possibility of the country's largest emerging market equity funds reopening after outflows and market falls prompted a sharp drop in assets.
Aberdeen head of global emerging markets Devan Kaloo has said the asset class will avoid a 1998-style collapse despite the sharp slides in currencies seen in recent weeks.