M&G

Stuart Rhodes, the manager of the £633m M&G Global Dividend fund, and investment specialist Kotaro Miyata, discuss the prospects for sustainable dividend growth across global markets.

INFLATION WILL CAUSE MASS HYSTERIA

M&G's Jim Leaviss says an interest rate rise in the UK could be "GDP suicide", although the Bank of England may still succumb to inflationary pressure.

North's John Husselbee has been increasing risk within his multi-manager portfolios by upping his exposure to Asian equities during the market sell-downs towards the end of last year.

THE YEAR OF THE COVERED BOND

ON BONDS

The US will lose its AAA credit rating in the coming years while the UK will struggle to maintain its rating, warns M&G's Jim Leaviss.

M&G's Jim Leaviss has warned against taking the US' prized AAA rating for granted as the country continues to inject stimulus and defy current European policies of debt reduction.

Mike Riddell, a member of the highly regarded M&G bond team, discusses the problems facing the peripheral sovereigns in Europe.

EUROPE NEEDS 'SHOCK & AWE'