Europe should turn its back on austerity and pursue a pro-growth agenda like the US, according to Fidelity's Trevor Greetham.
Mick Brewis, head of American equities at Baillie Gifford, explains why now is the time for investors to consider the US.
Despite talk of a 'bond bubble' investors continued to plough money into bonds during the first quarter of 2012, according to the latest European asset flow research from Morningstar.