Performance
Analysis
‘Farmer’ has an F word for growth
With another 2.7 billion mouths to feed in the world by 2050, the manager of Baring Global Agriculture is fairly sure price pressure on farming-related products will be only one way - up.
Betting on a bearish view of banks
A minority of people in the bond market say that a few banks will be allowed to go to the wall “to encourage the others”. If they are right, it will be good news for M&G Optimal Income investors.
