Underweight European equities
Chinese New Year celebrations have arrived, as we leave behind the Year of the Rooster and usher in the Year of the Dog. So what are the key investment themes to look out for in China in the coming year?
10-year Treasury yields widened to 2.73%
Will converge with European and Japanese 10-year yields
Rising real interest rates a big risk
'BoJ have gone stir-crazy'
Round-up from GAM investment professionals