The managers of Cazenove's newly launched Diversity Income fund have warned they may prioritise downside capital protection during volatile markets, meaning they could miss their 4% yield target.
Western bond market are pointing to the risks of resurgent inflation, although the Fed claims price pressures are not building rapidly, says Cazenove's Julie Dean.
Not owning gold during the current financial turmoil is "a form of insanity", according to Cazenove's Robin Griffiths.
The next 12 months will be marked by unintended consequences of the "extreme policy" implemented in 2010, which may include rising bond yields and inflation, says Cazenove's Chris Rice.
Cazenove's Diversity Income fund is set to launch on 15 December with a majority equity weighting, headlined by Neil Woodford's £7.9bn Invesco Perpetual Income fund.
Cazenove's Richard Jeffrey examines the key differences between the US and UK markets.
As Ireland prepares to accept a rumoured €80bn euro European Union and IMF bailout to pull it from the mire of its financial crisis, fund managers consider what the contagion effect may be on the banking sector in the UK and Europe.