It is probably not an overstatement to suggest the UK is facing the biggest challenge for 70 years.

Three options

Dividends can count for 90% of returns

Fund flow data shows European equities have posted 29 consecutive weeks of outflows, the worst run since 2008.

Corporate earnings drive returns

While the MSCI Frontier Markets index formally classifies some 23 countries as 'frontier' markets, there are actually around 160 countries that do not feature in developed or emerging market indices which could be considered frontier.

Aims to stop firms hoarding cash is working

About 45% of the global bond market is now eligible for central bank purchases. While it is difficult to position for further significant falls in gilt yields, it is hard to fathom what will lead to yields breaking sustainably higher, according to SLI's...

Possible pricing changes

The 'growth gap' between emerging and developed markets is widening in the former's favour and emerging markets are expected to grow by a robust 4.5% this year, according to Muzinich's Warren Hyland.