The strengthening of the yen in early 2018 to 110 against the US dollar means the market is already buying the rumour of a potential rate rise.
The yen will strengthen further against the dollar as Prime Minister Abe's administration aims for at least one-fifth of Japan's energy consumption to come from nuclear power by 2030. Ruffer: The 'intensely...
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Why the traditional approach of combining bonds and equities is not the best way to improve risk-adjusted returns
Partner Insight: The way in which bonds have been so successfully combined with equities in the past 35 years has been contingent on them delivering high returns in periods of equity market stress. Yet in half of the 20-year periods over the past 120...