As investors await the 'great rotation' into equities, Aviva Investors' head of multi-asset retail funds, Peter Fitzgerald, takes a look at what to expect from portfolios if bond markets were to sell off.

THE BIQ QUESTION

What is it with animal similes and investors? Bulls, bears and now feral hogs, soon to be followed no doubt by lemmings and gold-plated cliff edges.

FIXED INCOME

EMERGING MARKETS

ECONOMIC OUTLOOK

EMERGING MARKET DEBT

ON UK GROWTH

Investors must rethink their approach to categorising global markets, according to Luke Barrs of Goldman Sachs Asset Management.

ON ENERGY