Matt Kamm, managing director of Artisan Partners, explains why, following their upswing, biotech stocks are still early in a pharmaceutical renaissance which should capture investor attention.
Jim Cielinski, global head of fixed income at Threadneedle Investments, and Colin Lundgren, head of US fixed income at Columbia Management, explain why the risks of going big and being wrong in fixed income have never felt greater.
With monetary policy weakening the yen and a consumption tax rise at home, Japan's multinationals are the key to solving the country's problems - and the best bet for investors, says Neptune's Chris Taylor.
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