German finance minister Wolfgang Schaeuble recently said the unnaturally low yield for bunds is not the financial godsend it first appeared to be. Rather, it is a real source of concern.
In the latest Conjecture debate, our panelist from Investec Structured Products discussed Structured Products with Lawrence Gosling.
Guy Monson, CIO & managing partner at Sarasin & Partners, looks beyond the eurozone and identifies the other key themes that will affect investment decisions over the next six months.