The long and short of alpha returns, Japan and Europe.
Pleased as I am the FTSE has established new territory, I cannot help but feel a blinkered view has developed.
The current bond markets are not a wise place to be.
There have been significant improvements in peace, democracy and economic management across the continent.
The longer term attractions of global emerging markets remain, but the premium ratings they attracted before the financial crisis are harder to justify.
A slump in emerging market returns has left a divided sector, but who are the potential winners?
Axa Investment Managers has seen staff turonover, but is pushing ahead with its fixed income products.
Fund managers look at alternative solutions for bond investors and urge them to look broader.
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Royal London Asset Management has gone from being an ‘inward-looking’ group to taking its place as one of the top 10 unit trust sellers and chief executive Andrew Carter has been instrumental in that transformation
Those who spurn bonds may be surprised as volatility returns in 2015, says JP Morgan’s head of global fixed income. By Cherry Reynard.