Cornelian Asset Management

Wealth managers are adding to Europe following the market correction of the last few weeks, despite concerns remaining about the threat of deflation in the region.

Will China’s debt bubble quash rebalancing hopes?

Diverging fortunes for government bonds and credit in recent weeks have prompted some fund buyers to suggest strategic bond portfolios could flourish again in the coming months.

The euro's stubborn strength has been blamed for many of the eurozone's woes. Now ECB action has weakened the currency, will the result be all positive? Cornelian's David Appleton investigates.

Can short duration still pay off in 2014?

Contrary to the concerns of some investors, US equities are not overvalued, says Hector Kilpatrick, from Cornelian Asset Management

Which European stocks are bucking the dividend slowdown?   

THE BIG QUESTION

Investors are taking profits on European equities due to concerns about the impact of ‘hot money' flows, poor earnings growth, and the strength of the euro.

Cornelian's David Appleton outlines the impact of last month's package of ECB measures on currencies, bonds and equities.