asset allocation

The divergence in performance of US equities and high yielding bonds is set to continue, as several headwinds loom large in the face of high yield, explains Natixis manager Franck Nicolas.

'The key question now is how to counterbalance equity exposure'

‘I am surprised at the market reaction to current geopolitical risk’

The market is pricing disinflation in to longer-dated government bonds, and rather than causing concern, this trend will be positive for markets, argues John Stopford, co-head of Investec Asset Management's multi-asset team.

Cornelian's David Appleton outlines the impact of last month's package of ECB measures on currencies, bonds and equities.

Brunner Investment trust's Jeremy Thomas gives a run-down of his favourite high yielding stocks from across the globe, including Switzerland, Australia and the US.

‘We are trying to identify the stars of the future’