Believes in rebound in technology spending
In the next video of a special series, Eclectica founder Hugh Hendry gives his assessment of the role of the banking sector post the financial crisis.
The economic conditions are not improving significantly in the eurozone with poor growth and low inflation, according to EI Sturdza's Eric Vanraes.
Matthew Read, senior analyst at QuotedData, analyses how two different trusts invested in Japan are benefiting - or not - from the country's internationalisation and Shinzo Abe's three arrows reform agenda.
Ardevora's Jeremy Lang explains why he continues to have a nervous view towards many sectors and sticks to his 'lower risk' principles when it comes to investing.
Europe is benefitting from a valuation discount to the US in terms of P/E and dividend yield, as well as an improving outlook overall.
Delegates at Investment Week's European Breakfast Briefing last month heard from a number of fund managers discussing the region's prospects.