Helped by foreign currency exposure
Sterling at lowest since 1980s
Emerging markets have faced a perfect storm recently, writes JPMAM's Emily Whiting.
Japan and eurozone feeling the pain
The structural forces of ageing populations, increasing debt levels, the abundance of capital and competition, and a move to protectionism by many countries creates a backdrop of low growth.
In the second part of this special Big Question feature, investors and managers explain their portfolio positioning during a tough start to the year.