QE

In part two of our report from Investment Week's Global Investment Focus event, held in London on 13 November, Laura Dew asks our speakers for their views on the markets, and where they are finding the best opportunities right now.

GLOBAL EQUITIES

Legg Mason's Bill Miller is struggling to find the ‘extraordinary' value in the US he did last year, and said equity markets could rise even higher in 2014.

The European Central Bank has warned QE tapering by the Federal Reserve may cause a significant market shock for the eurozone.

QUICKFIRE Q&A

Strategic bond managers are taking short-term positions in emerging market debt after the summer sell-off brought valuations back down to attractive levels.

Minutes from the US Federal Reserve's October committee meeting have helped push Japanese stocks higher after the central bank hinted at slowing its asset purchase programme.

FIXED INCOME

US non-farm payroll numbers came in at almost double analysts' estimates in October, despite the 16-day government shutdown.

Bill O'Neill, head of chief investment office of wealth management research UK at UBS Wealth Management, has warned there are three key 'nasties and traps' to watch out on the way to global economic recovery.