Chris Bailey, head of direct global investment at Close Brothers Asset Management, urges investors to look again at Japan as a guide to investing closer to home.
Many analysts use sovereign ratings as a proxy for country risk, despite the fact they are two distinct risk types, say Marcel Heinrichs and Ivelina Stanoeva at S&P Capital IQ.
Nicholas Brooks, head of research at ETF Securities, said investors may only be mid-stage in a bull market for commodities.
For the past 12 months and much of the past two years, two issues dominated investor mentality, at least when it comes to macro-related thinking: one is the US and the other is Europe.