The outlook for US equities is a highly contested point between market participants today, with even Janet Yellen joining the fray saying: "Forward price-to-earnings ratios for equities have increased to a level well above their median of the past three...
French elections later this month
In the second of a special Big Question, fund managers discuss their fixed income exposure in light of inflationary fears.
Eurozone equities have had a bad start to 2016, underperforming their global peers. The combination of a steep sell-off in global risk assets and a strong euro were to blame.
In the second part of this special Big Question, managers assess the risks and rewards of investing in this sector in the current climate.
To work alongside CIO Becket
James Mitchell, portfolio manager in global fixed income for Russell Investments, analyses the key risk factors for the high yield market as the Federal Reserve moves closer to raising rates.