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Erik Nielsen, global chief economist at UniCredit, expects the rotation out of bonds and into equities to speed up in the autumn.
Nick Rouse, managing director at Frontier Market Fund Managers, says that a young, growing population, combined with healthy growth forecasts, makes Africa an attractive place to invest.
Alberto Gallo, head of European macro credit research at RBS, says that there is still value in Europe, as economic recovery takes place.
European shares closed lower on Friday, finishing August at a loss overall, as a reduced chance of an immediate military strike on Syria weighed on energy equities via weaker oil prices.
Riccardo Ronco, technical analyst at Aviate Global, talks about the cycle of investors moving from junk stocks to quality stocks, and how that is reflected in the charts.
Axel Dumas, co-CEO of Hermes, says that volatility in the yen is causing concern for the company.
Nader Mousavizadeh, geopolitical analyst at Macro Advisory Partners, says that a U.S. military strike on Syria is likely, but there is uncertainty over the aim of the attack.
Chris Walker, FX strategist at Barclays Investment Bank, says that dollar strength is set to continue, as emerging market currencies get hit further.
Luis Costa, EM strategist at Citi, talks about the effect of geopolitical tensions on emerging market currencies.
Mungo Soggot, managing director at K2 Intelligence, says an emerging middle class has led to the development of new industries, such as banking and telecommunication.
Richard Perry, chief market strategist at Central Markets, says that European stocks will weaken, but in the long term will pick up.
Gilles Bogaert, CFO at Pernod Ricard, says emerging markets are key growth drivers and there are signs of macro economic recovery in Europe.
Yujiro Goto, senior FX strategist at Nomura, said markets were comfortable with the prospect of Larry Summers as the next Fed chief.
European shares were higher in afternoon trade on Thursday, with investor sentiment boosted by earnings reports and gains seen in Asian stock markets.
Dana Allin, senior fellow for U.S. foreign policy and transatlantic affairs at the International Institute for Strategic Studies, discusses the political impact of Western intervention in Syria.
Michael Gallagher, director of research at IDEAglobal, says the Fed will feel more comfortable about tapering in September on the back of good U.S. economic data.
Stuart Culverhouse, chief economist at Exotix, discusses Argentina, following a court ruling that it must repay its $1.3 billion of debt to investors.
Sandy Jadeja, chief market strategist at SignalPro, charts the recent performance of the Dow and explains why investors should brace themselves for a "massive" drop in 2014.
Nicholas Colas, chief market strategist at ConvergEX Group, discusses the market's risk aversion, because of Syria, which could remain for the next two weeks.
European shares closed lower on Wednesday, as riskier assets were shunned by investors on concerns about a possible military strike on Syria.