Markets

Eclectica founder Hugh Hendry explains why Japan should still be a mainstay of investors' portfolios, and why he would not be surprised if the country is pushed into more radical actions in the future.

Conditions may worsen

Markets across the world respond well to 0.25% increase

Following first US rate hike since 2006

Widely expected by industry

Global equity funds swapped

Largely unchanged over year

In today's video, Eclectica founder Hugh Hendry tells Lawrence Gosling why he is feeling a lot more optimistic about prospects for the global economy as many investors are so morose.

Fed rate hike also causing investor jitters

Grow organically and through acquisition