Valuation, not volatility, the key for allocation models
Mostly they'll be wrong
Fund managers give their views on the key issues impacting global asset classes and outline how they are positioning portfolios.
Asset Allocators' Soapbox: The problems with P/E and P/B ratios
Fund Focus: Philip Saunders on why he likes 'unfashionable' equities
Behavioural finance: Why conventional wisdom has been surprised this year
Sector report: Mastering fund selection in the 40-85% Shares sector
Asset Allocators' Soapbox: A whistlestop tour of global opportunities