Asset Allocators' Soapbox: A whistlestop tour of global opportunities

This year has been a challenging one so far. There have been many issues for investors to contend with, including political turmoil in Ukraine, Israel and Iraq, the fragile five and ongoing 'will they, won't they' on monetary policy. With this in mind, where can opportunities be found and where should investors avoid?   Fixed income Despite the steady course of asset purchase tapering by the Federal Reserve, US government bonds have continued to rally and yields have fallen. This has also been the case for other global fixed interest markets. Our view on the directionality of the...