interest rates

Rise need not be Brexit-dependent

Will focus on emerging markets fixed income

QE could be back soon

Trade, inflation, slow growth and yield curve to blame

Inflation above 2% for first this this year

Market correction becoming more inevitable

Sterling unwavered

Equity markets everywhere look 'reasonably placed'

In this month's edition of The Top Down, Jayna Rana and Mike Sheen talk to James Dowey, CIO and chief economist at Neptune Investment Management.

Credit fundamentals are stable