Equities

Matthew Tillett, senior portfolio manager - UK equities at Allianz Global Investors, examines the pitfalls of investing in technology as well as the benefits.

EM equity funds see redemptions of $1.6bn

Latter stages of the cycle

Highest ever cash weightings

Overall confidence still lags long-term average

Targeting 4.25% yield

Brad Tank, CIO of fixed income at Neuberger Berman, asks whether the political trouble in Venezuela will hurt emerging market growth for years to come.

Consumers under pressure from inflation

The healthcare sector has been under a black cloud since the US Presidential Election last year, driven by concerns over drug pricing.

So far this year, we have seen Japan's equity market rising on the back of a supportive global backdrop, a relatively stable currency and healthy corporate earnings growth.