Problems caused by China and central banks
Running a two-speed economy
Global credit markets under strain
Fund managers give their assessment of the real strength of the financials sector after a turbulent few months.
Soft closed in 2012
Private equity and property trusts are offering investors an attractive entry point currently according to analysts, as market volatility has led to average discounts widening by more than 4.5% in these sectors in the first few weeks of the year.
Valuations in Asia-Pacific ex Japan areas are attractive relative to global peers currently, as most of the economies in the region are beneficiaries of lower oil and commodity prices, being net importers.
Yields fall into negative territory
Highlights 'derailed recovery'
Threat of divide
Stronger growth in industrialised economies
A unique aspect of China's financial system has been the rapid accumulation of bank deposits over the last decade, but what is the sector's future?
Investors are being urged to carry out extra due diligence on global equity income funds on fears of 'disproportionately rising stock risk', as the sector's average exposure to UK-listed names reaches a three-year high.
Asia ex Japan index underperforms for three years
Net revenues down 29% over H2 2015
Appeal of non-traditional financials
China's 'new economy', focused on consumer demand and the service sectors, is accelerating.
If the recent sell-off can be attributed to any single factor, it has been events in China – and particularly its currency.
FX reserves approaching IMF danger level
Dependent on inflation expectations
Equity markets have taken a pounding this year as the oil price collapse and fears about China spook investors.
Market had volatile start to the year