Big Question Part II: What are the key risks and opportunities in H2 2013?

Robert Talbut chief investment officer at Royal London Asset Management Opportunities:  equities The biggest theme likely to dominate the next 12 months will be the degree to which ‘normality’ can be restored – to growth expectations, to monetary policy settings and to asset market valuations. While short rates will stay unchanged, the focus will be on 10-year yields as the US moves away from the emergency measures and bonds reprice towards fundamentally driven (lower) levels. In Europe further measures to try and offset the tightening from higher bond yields is expected, which w...