The final session of the Markets Summit 2011 saw our specialists return to stage for a vigorous debate about the prospects for their competing asset classes, and the implications for constructing portfolios, before Inquisitor Tim Farrelly summed up the day's key takeouts...

Concern about investment bubbles is at unprecedented levels. Markets Summit 2011 helped delegates decide what is and what is not, a bubble - and what that means for constructing investor portfolios...