UK indices have been caught in the eye of the storm and are down more than 8% since the start of the year at the time of writing.
Fund groups are raising their technology exposure in existing funds, and even launching sector-specific mandates, as they predict disruptive technologies will wipe out household names in the future.
Some 152 lost more than two crowns
Now shut around a third of fund range
With the US entering a new rate cycle and global growth still weak, industry experts at Investment Week's recent Funds To Watch event reveal how they think markets will perform in the coming 12 months, and where the key opportunities and risks lie.
Liontrust AM's Shashank Savla discusses his outlook for the Indian equity market following the latest state elections and as the reform pace slows down.
Kunal Desai, head of Indian equities at Neptune Investment Management, analyses what will be the real driver of the Indian investment story in 2016.