Less constrained by global macro risk
While the yield attractions of equities have rarely been so strong relative to bonds, it is undoubtedly right that a significant amount of commentary is currently devoted to record levels of net debt and shrinking dividend cover.
Included in Queen's Birthday Honours list
Jonathan Hammond, managing consultant and institutional technology practice lead at Knadel, assesses how consolidation in the software market raises questions for the asset management industry.
Mike Richards, director of Capital City Media, looks at how asset managers can create and maintain brand awareness in the consumer market.
Since China launched its $600bn stimulus in 2008 as a response to the global financial crisis, investors have waited for the hangover to arrive as debt levels continued to mount.
Called adviser Kevin Neal "careless" and "dishonest"
In the latest in our series of interviews with some of the industry's key Investment Influencers, Investment Week talks to Lothar Mentel of Tatton Investment Management.