Featuring Pantheon's Andrew Lebus and London & Capital's Roger Jones
Global bond yields continue to crash through zero
Fixed income manager takes a more cautious approach
Maintaining portfolio weightings
After the S&P 500 index's 10% rally from the beginning of May to the end of August in dollar terms, investors have begun to question whether further gains are possible by year end.
The momentum behind infrastructure equities has slowed over the last 18 months, with concerns over interest rate rises and political factors seemingly undermining the investment case for the asset class.
INDUSTRY VOICE: Risk is rising late in the cycle. How should investors respond?