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.
Trust reports full year results
While IMF global growth forecasts may have finally steadied after five consecutive semi-annual cuts, it is not to say that the global economy has stabilised and is set to normalise once again.