China

Veteran investor Jim Rogers has warned the US is nearing a financial crisis which will be worse than 2008, unless the government initiates draconian cuts.

Defensive companies have been out of favour for a long time but now a series of factors could push them back into the spotlight, writes Richard Jeffrey, chief investment officer, Cazenove Capital.

AllianceBernstein has launched a renminbi fixed income fund for Hayden Briscoe, aiming to capture high yields from Asian bonds.

Inflation is creeping into smaller Asian markets but don't dismiss the region writes Maria Merricks.

ON ASIA

Debt is a funny thing for markets. Have too little of it, and spirits sag. Share prices perform badly and investors worry there will be insufficient growth.

VIDEO: M&A IN CHINA

Nick Mustoe, chief investment officer at Invesco Perpetual, says attention has now shifted from global tensions to optimism about the US economic recovery.

ON ASSET ALLOCATION

Infrastructure