ON UK INCOME

ON ASSET ALLOCATION

ON NORTH AMERICA

ON BONDS

Jupiter's chief executive Edward Bonham Carter tells James Smith why equity markets will struggle to cope with their debt hangover, and why he misses running money

ONE TO WATCH

The Federal Reserve's latest cunning plan seems to have been misinterpreted by many, but not by Mr Market. This is less of a money-printing exercise, á la QE1 and QE2, than an attempt to flatten the yield curve.

It is well known people generally have skewed perceptions of risk. We give dramatic outcomes much greater attention than more frequent smaller calamities.

JPMAM manager reveals concerns for high yield and the future of the central bank model

Emerging market debt exposure drives long-term returns for funds in IMA Global Bond sector, while government debt is short-term winner.