How can fixed income investors tackle the uncertainty over the outlook for growth and inflation? How will concerns about government finances play out ? Where are interest rates heading? Jayesh Mistry, Absolute Return Portfolio Manager, makes the case for an absolute return approach, with flexibility to benefit from different sectors within global bond markets.

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Amid market doubts over the US’s exceptionalism, where can investors seeking diversification turn? Is a ‘re-awakened’ Europe an alternative? In this edition, Nadia Grant, Head of Global Equities, shares her views and investment ideas with Chief Market Strategist Daniel Morris.

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Geopolitical pressures are forcing Europe to develop an autonomous defence capability. Listen to George Ferguson Senior Analyst for Aerospace, Defence and Airlines at Bloomberg Intelligence, and Andrew Craig, Co-head of the Investment Insight Centre talk about prospects for the European defence sector.

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