ON BONDS

ON ASSET ALLOCATION

Threadneedle's Stephen Thornber explains how his fund's global scope gives him better stockpicking options and highlights BP Prudhoe Bay Royalty, Baytex, HTC, Grupo Continental and Vivendi as ones to watch

Managers must consider client expectations before building portfolio, Harries warns

The LVAM manager says stocks are cheap historically and running healthy yields

Threadneedle head of UK equities says stocks look good value despite precarious state of the UK economy

ON EUROPE

The recent Barclays Capital Equity Gilt Study 2011, which looks at UK asset returns since 1899, contains a remarkable statistic: the inflation-adjusted return from holding cash in 2010 was -4.1%; the worst return for UK savers since 1975.

The UK's Office of Budget Responsibility (OBR) has recently published its new forecasts. Among them is one that deserves more attention than it has received to date.

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