Andrew Rose explains why the geopolitical backdrop should not distract investors from positive company-level changes in Japan.
The Schroders Economics Group provides its annual update of its 30-year return forecasts for a range of asset classes. Equities remain the asset class offering the greatest potential for returns.
Japan may appear less exposed than some other countries to US trade risks but it would still be affected by anti-globalisation measures.
After the Bank of Japan's latest policy decision, we look at the options left for authorities to stimulate the economy and the outlook for corporate earnings.