Invesco Perpetual's Paul Causer is predicting risk assets will rally until at least the fourth quarter following the "marked turnaround" in sentiment in European markets early last week.
Some parts of the high yield bond market do not have all the default risk priced in, warns Invesco Perpetual's Paul Read.
Henderson European equity specialist Richard Pease explains why investors should avoid the noise and focus on the attractive opportunities available on the continent.
PIMCO has warned the global economy faces the threat of rising inflation, driven partly by central banks using it as a solution to fiscal deficits.