Equities

JAPAN ANALYSIS

ETHICAL BONDS

Outperforming their large-cap brethren, Japan's smaller companies have driven a sector gain of 42.6% over one year with value still to be found

Argonaut's Russ sees quest for income as high priority

Alliance Bernstein's Martin Reeves on the strong performance of the euro high-yield market.

Investec's Eerdmans wants to address risk/reward profile of emerging market debt

Aberdeen's multi-manager team believes equity markets are due a slow down in the short term after strong rebounds in recent weeks.

Artemis' William Littlewood has introduced a Japanese equity position into his Strategic Assets fund for the first time as the portfolio reaches £500m of assets in under a year since launch.

Emerging markets guru Mark Mobius says he continues to be bullish on the long-term prospects in Thailand despite the violence engulfing the country in recent weeks.

Neptune's Jeremy Smith wonders whether the FTSE All Share will finish 2010 higher than it was at the start of the year.