Barings' Global Bond manager uses top-down scenario forecasting to generate returns
Climbing prices in prime market prompt SWIP managers Gerry Ferguson and Vicky Watson to seek opportunities in secondary property sector
Arguments for the beleagured Europe ex UK sector are getting stronger, but growth figures flatter the region warn managers
First State's Renzo Casarotto says equity returns from agricultural stocks over the long term should compensate for volatility in the sector.
Sometimes the simplest ideas are the best. Complicating investment gets in the way of what really works - simple things like dividends, keeping costs down and buying well-diversified markets simply and cheaply.