Miton

Real assets highly attractive

French election ‘key data point’

Alternatives unlikely to perform well

Worries over cyber security

Could strong dollar spoil post-Trump party?

Political environment remains unpredictable

‘Promising lead’ or ‘Back to the lab’?

‘Cautious bear’ of bond markets

Book list compiled by Lawrence Gosling

The chairman wonders if Gervais Williams is the new David Attenborough