With stocks under pressure and safe haven assets moving higher around the world, this week we speak to Kacper Brzezniak of Allianz Global Investors, a bond and foreign currency fund manager, about what’s next for markets. Tackling Kacper is Brewin’s Head of Fund Research, Ben Gutteridge, who challenges him on matters such as trade, Fed Policy, Italian politics, but the next move at the ECB and, ultimately, where he sees the most glaring investment opportunities and threats.