Markets have realised they have a new concept of risk to play with: idiotic risk. Largely unquantifiable, we see many shining examples, whether in North Korea, the White House or No 10.
Most UK investors seem to view banks as one of the riskiest sectors in the market - a view I understand but fundamentally disagree with.
Technology adoption a key theme
Prime Minister Shinzo Abe won a decisive victory in the snap election he called on 22 October.
The strength of emerging market (EM) economic growth this century has been well documented, as has the shift (broadly speaking) from commodity and manufacturing based economies to ones more supported by shifting demographics and the burgeoning middle...