Including ex-Nomura EMEA equities co-head
Amid widely-held short positions in Italian debt
Expecting August rate cut
Provide "genuine diversification" for investors
Will end up with a 'very expensive' market
Thompson takes on extra responsibilities
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.