Up against all major currencies
PIMCO's Sundstrom: It is the first time in my career where FX has had such a deep impact on asset selection
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?
Held rates at 0.5%
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
Markets driven by sentiment rather than fundamentals
From Japanese equities to corporate bonds
Central bank policy a risk
$38.7bn inflows in Q3
First stress tests where no bank has had to add to capital position
Very similar environment to dotcom bubble
Amid record short positions
First UK rate rise in decade this month
'Indications of irrational exuberance'
Outflows of €449m this week
Short US equities
Data from TrackInsight