Joining as chief investment officer, equities
Many investors are tempted by tactical asset allocation - the practice of shifting a portfolio's weighting as the outlook chops and changes.
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Ed Smith, head of asset allocation research at Rathbones, takes a look at the breakdown of the 'Phillips curve' relationship.
There are many barometers of health for the world economy. However, none is more important than trade, writes Richard Jeffrey, chief economist at Cazenove Capital.
Global capital has only been gradually waking up to the potency of the middle class opportunity in emerging markets, particularly in China, writes Ed Butchart, chief investment officer at Sloane Robinson.
Convertible bonds are set to record their best year of absolute performance since 2013 this year, with the TR Global Focus Hedged Convertible Bonds Index (USD) up 7.25% as at the end of October.