Troy Asset Management's Sebastian Lyon has said he "longs" for a return of volatility in order to open up more opportunities for investment.
Worries over the state of China's shadow banking sector and overheating property market have contributed to disappointing performance from its equity markets this year. But China is cleaning up its act and some banks are 'unjustifiably cheap', argues...
Anthony Cross and Julian Fosh, Liontrust
Stock markets recovered from last week's bout of anxiety this morning as geopolitical concerns eased, with safe haven bond yields climbing and shares rallying.