Jonathan Davis My notes include some thoughts on the first quarter's performance and recent news. There is no profile this week, as Stuart is away, but he will be back next week. The Q and A is with Matthew Hose, the lead investment trust analyst at Jefferies, the broker/investment bank, which publishes extensive research on alternative assets in particular. There will be a second Q and A out early this week.  

What is in the price? The first full week of the new quarter began with equity markets weakening and bond yields rising further. It may be too early to say whether this is the way that...