Bonds

Trump will cause first 'zigzag'

End of 30-year run

Favours pharmaceuticals instead

Critic of the US President-Elect

Left Schroders last August

AXA IM's global head of fixed income John Porter talks to editor Katrina Lloyd about the significant pockets of volatility which could open up as investors move away from a deflationary mindset, and why overinvested assets could suffer the greatest liquidity...

The global economy is changing. In an increasingly reflationary environment, companies with strong brands and products - whose earnings are predictable and resilient against deflation - are falling out of favour.

Juliet Schooling Latter's fund picks

The end of a 35-year bond bull market, the rise of so-called robojobs, rapid developments in gene editing and the 'sharing economy' will be among the themes that will interest investors next year and beyond, according to Investec Wealth & Investment's...

JPMAM's Andreas Michalitsianos (pictured), manager of the JPM Sterling Corporate Bond fund, discusses how investment grade corporate bonds can act as a buffer in a rising interest rate environment.