Global

Previously issued similar warning about China

Key data stronger, but markets unconvinced

Bonds and equities still look attractive

Committee members believe more data is needed

Managers now 'less bearish'

Trust reduces equity and sterling exposure

A couple of weeks back, I found myself spending a lovely afternoon with an old friend who says he works in emerging markets investing but looks suspiciously like someone who works for the CIA.

Rates to stay between 0.25%-0.5%

Markus Schomer, chief economist at PineBridge Investments, explains why he is forecasting stronger growth in the next two years as three shocks that hit the global economy in the past 18 months fade away.

Re-branded as Global Macro Balanced fund