Faced with ongoing uncertainty and volatility, global macroeconomic commentators are in two distinct camps: one that observes symptoms of recession and another that observes signs of a global recovery.
The Japanese sector driving market returns over the next ten years
Japanese equities have been routinely shunned by global allocators for decades.
Last year was challenging for Japanese equities.
New era, but same success stories
Record high debt-to-GDP ratio no issue for bullish managers
Impact of political turmoil and Brexit