asset allocation

Book by Lawrence Gosling

Strong innovators and providers of low-cost, but mission critical products and services are the best businesses to weather economic volatility.

Aviva Investors' head of multi-asset Peter Fitzgerald takes a closer look at the impact of commodity cycles on markets.

Since the start of the year, the investor risk aversion needle, led by equity market indicators, has moved to heightened levels, says Hermes Investment Management's Geir Lode.

Toby Nangle, head of multi-asset at Columbia Threadneedle, says the team is looking carefully for signs of stability in three places at the "centre of the international financial market vortex".

Firm has €374bn in AUM

Fidelity multi-asset managers Nick Peters and Kevin O'Nolan describe why they have moved overweight on the energy sector.

Market volatility is back with a bang. Given the US equity correction, Chinese markets turning negative year-to-date, and ongoing oil price volatility, it would be easy to think everything that could go wrong has done so this year.

Mark Harris, head of multi-asset at City Financial, warns the risks of policy error are high if the global situation worsens.

F&C's Anthony Willis assesses the impact of recent events in China on other major global economies.