central banks

Attractive economic backdrop

With many asset classes having been pumped up to high valuations by central bank stimulus, we are concerned that investors are no longer receiving particularly generous rewards for taking market risk.

Central banks have a 'task and a half'

Concern about stretched valuations

While the yield attractions of equities have rarely been so strong relative to bonds, it is undoubtedly right that a significant amount of commentary is currently devoted to record levels of net debt and shrinking dividend cover.

Central bank action has reduced volatility

The traditional 60/40 fund, which dates back to the 1950s, no longer works in the current economic climate, argues Ashley Lynn, analyst at Orbis Investments.

Interesting times for investors

In this week's Big Question, fund managers discuss whether concerns about rising inflation have been overstated, and reveal their portfolio positioning.

Threat of Eurosceptic movements