asset allocation

Recovery driven by reflation trade

In a financial world where pundits continue writing their articles, blogs and analysis about an equity correction or a bond market crunch, would-be investors could be forgiven for keeping their cash in non-yielding bank accounts and accepting the eroding...

Beware the latter-day alchemists

VIX index at low levels

Growing political risk

Three key national elections

Pound has 'robust qualities'

Before you think of asking yourself which way emerging markets are going to go this year, stop, writes Tamsin Evans, head of multi-asset at River and Mercantile Asset Management.

Equities climbing 'wall of worry'

The election of Donald Trump as US President may mark a significant structural change in the post-crisis environment and a key turning point in markets.