asset allocation

‘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’