Opinion

For months now, in the build-up to the end of year RDR deadline, fund providers have been anxious to tap into adviser and client demand for risk-rated, multi-asset portfolios.

CONTRARIAN INVESTOR

GOSLING'S GROUSE

Bob Jolly (pictured), head of global macro at Schroders, reviews a year in global bond markets and asks what themes could characterise the asset class in 2013.

GOSLING'S GROUSE

CONTRARIAN

Royal London Asset Management's Derek Mitchell (pictured) looks at what is driving global stocks, and asks if macro events are combining to create 'the perfect storm' in markets.

JOHCM's top performing income manager Clive Beagles outlines his favourite themes within UK domestic stocks, including 'self-help' stories such as ITV, as the economic recovery gathers pace.

MARKETS

Today's censure of Capita Financial Managers (CFM) by the FSA is a damning indictment of the firm's failings - and a vindication of advisers' pleas.