Barings' Global Bond manager uses top-down scenario forecasting to generate returns
Income manager shuns ‘overowned' mega caps in favour of overweight to smaller companies
Nick Mustoe, chief investment officer at Invesco Perpetual, says attention has now shifted from global tensions to optimism about the US economic recovery.
Tim Schuler, an investment strategist at Legg Mason affiliate Permal, asks what impact the dramatic events of the first quarter will have on global economic growth.