The recent negative view of Japan is blurring the outlook for equity investors, but once the current uncertainty clears we see a positive outlook for Japanese equities.
The Bank of Japan’s regular policy meeting ended in Tokyo on Thursday with the policy committee deciding to take no action.
The US Federal Reserve (Fed) kept interest rates unchanged between 0.25% and 0.5% for the fourth consecutive month, but how much longer can the Fed hold off raising rates?
Multi-Manager fund manager Joe Le Jéhan argues that it’s not time to be following market consensus as the first quarter of 2016 has cast doubts over a number of widely-accepted themes.
Global Market Perspective
Economic and asset allocation views covering Q2 2016. This includes our global growth update, 30-year return forecasts, and our research note assessing the risk of a US recession.
The recent pullback in Japanese equities has reduced valuations at a time when we believe the long-term picture for corporate Japan may be gradually improving.
Having recovered their composure after a tumultuous start to 2016, investors are now looking for a new catalyst, but what will it be and where next for markets?
We assess the potential for energy storage with lithium-ion batteries and discuss where investors are likely to find good opportunities.
With the US Federal Reserve now in gradual hiking mode, are dividend-yielding strategies still beneficial? The demographic trends in Asia, as well as globally, suggest they are.