More focus on global equities
A sustained increase in wage level rises could be the trigger for the UK interest rate cycle to move upwards, said Jim Leaviss, head of retail fixed interest and global macro bond fund manager at M&G.
George Orwell once wrote that today's newspapers are tomorrow's fish and chip paper, and if he had lived in the digital age he might have included a lot of what is written on the web too.
Emerging market bonds generated decent performance in the first half of 2017, rallying well after weakening towards the end of last year on the US election result.
Favouring non-sterling denominated bonds
'Business should be more involved in government'
Worst currency of G10 nations
Managers at Investment Week's June Funds to Watch conference share their views on what to expect from the rest of 2017 and beyond.