The contrarians among you will know by now I have a bee in my bonnet about the pensions crisis and, in particular, individuals' (in)ability to properly plan for the long term, combined with the fast-approaching longevity crisis.

Felix Martin, economist in the Thames River global credit team, responds to the Bank of England's August Inflation Report.

ON THE US

ON ASIA

ON JAPAN

ON ASSET ALLOCATION

ON BONDS

ON EUROPE

European investors who pumped billions into high-yield bonds in first half of 2011 could see asset class faced with rising default rates.

Newton's Iain Stewart puts one-fifth of Real Return portfolio in cash as volatility strikes.