Europe

Government bond yields soar

"Forget the economic conditions and politics. Focus on who is running the companies that you have in your portfolio and what they can do over the next five years."

Overseas investors returning

Investors say they will continue to buy high yield bonds despite perceived risk

Tom O’Hara and Tom Lemaigre join from Exane BNP Paribas and RWC Partners respectively

Expectations of a 'soft Brexit'

Managed by head of European equities Michael Clements

For some time, the equity market has benefitted from what has been termed a 'Goldilocks' environment.

Political concerns remain

Improving portfolio diversification