Analysis

The rise in bond yields during May and June has left few parts of the bond market unscathed, and UK bonds were very much part of this move.

The consumer staples sector has long provided a solid building block for many income portfolios, but F&C's Phil Doel says there are better options in unloved financials now.

ON JAPAN

ON MARKETS

ON CHINA

ON UK GROWTH

ON UK INCOME

ON UK GROWTH

ON EMs

ON JAPAN