In this short look at global markets, CIO Guy Monson discusses:
* How conditions differ between Europe and the US
* The gradual wind down of central bank balance sheets, and the effect this will have on investment markets
* Why we're holding overweight cash positions and looking at the Chinese bond market
Lucy Walker, Head of Third Party Funds, Sarasin & Partners LLP
In order to increase portfolio diversification, more and more investors are turning to alternative assets. While they can help mitigate volatility and increase returns, investors also need to be aware of the risks involved. Lucy Walker, Head of Third Party Funds, investigates.