Feature

Since the start of the year, the investor risk aversion needle, led by equity market indicators, has moved to heightened levels, says Hermes Investment Management's Geir Lode.

Managers of bond funds have a reputation for being gloomy. Perhaps that is the price we pay for our repeated warnings about inflation, defaults and currency debasement, writes Artemis' James Foster.

Industry poses inherent risks

While many stocks within financials look fully valued, Alexandra Jackson and Jo Rands are turning to a specialist financial group.

Volatility created attractive entry point

National obsession with house prices leads pontification on the demand outlook but the supply-side of the industry is where the real story is, argues Santander's Stephen Payne.

Volatility to be expected

Focus on corporate governance

Risks remain despite tailwinds

Toby Nangle, head of multi-asset at Columbia Threadneedle, says the team is looking carefully for signs of stability in three places at the "centre of the international financial market vortex".