China

Low rates of return on risk- free assets caused by an ongoing supply squeeze will keep equity risk premiums elevated for the next few years, a Barclays Capital study says.

Emerging market equities and foreign currency nominated corporate debt will offer the best value as asset classes over the next year, Ashmore Investment Management predicts.

John Redwood on ever falling gilt yields

With 2012 looking like it will prove every bit as eventful as 2011, andrew short looks at what steps nimble trustees can take to mitigate crises and exploit opportunities

Jenny Cosgrave investigates where schemes go from here

John Redwood urges schemes to look beyond Europe

More and more pension funds are making their securities lending programmes work harder for them by expanding into emerging markets, as Helen Fowler reports

Jacques Gordon examines why commercial property looks like a good investment in the face of a multi-speed recovery

This month the panellists discuss the effect of the European debt crisis on markets, the trend to dividend growth, and the role of emerging markets in returns.

Juan Carlos Artigas, investment research manager at the World Gold Council, makes a case for gold as an independent asset class.