Industry Voice

Kenichi Amaki, Portfolio Manager, Matthews Asia

Equity markets performed well in the first quarter driven by an expectation of lower corporate tax rates in the US and the potential repatriation of offshore cash and investments in infrastructure.

Japan stands to benefit from Trump policies

Higher export volumes have helped Japan's economy continue its improvement, with growth of 1.0% (annualised) during the December quarter.

This paper explores how to capitalise on the growing high-yield market.

Glen Finegan, Head of Emerging Market Equities, provides a detailed update on the Henderson Emerging Markets Strategy, covering performance, investment activity, portfolio positioning and his outlook for the asset class

Can you ever be socially responsible with debt?

Lower health insurance premiums, less government interference in the healthcare system, lower costs for medical treatment, more competition and lower tax rates - the promises Donald Trump made during his presidential campaign are now the daunting challenges...

Fears that bond markets could become more volatile as a result of reduced liquidity levels in the asset class are continuing to dominate investor conversations in 2017.

Not for the first time in recent history, investors are starting to question their fixed income holdings as the potential for a rise in interest rates in the UK hovers closer.