Bumper edition of this week's magazine available online

'Train is not going off the tracks'

Return of big banks and the end of austerity?

Ten-year distribution partnership

Share price spikes

Key themes to generate much-needed growth

Which will evolve and which will wither?

As multi-asset managers, we have historically been overweight to corporate bonds and specifically the financial sector ever since the Global Financial Crisis.

In 2020, five people will enter the growing global middle class every second, reinforcing the secular, long-term appeal of discretionary consumer spending, and consequently, the luxury sector.

Bond markets price in prospect of a 25bps rate cut