UK stocks will climb 10% over the next few months, said Colin McLean, managing director of SVM Asset Management, with industrials and financials set for the strongest rally.
Leading investors cast doubt on much-vaunted re-rating of lacklustre gold mining shares.
Neil Veitch, manager of the SVM All Europe SRI fund, has highlighted five firms which he sees as undervalued after the vicious market correction across Europe.
The fund has broader remit than similar ethical products, including oil and gas exposure
SVM's Margaret Lawson, co-manager of the £42m SVM UK Growth fund, selects three stocks for growth in a weak economic environment, and two special cases worth backing.