The issues facing Japan with respect to its ageing population are well documented.
With 17,000 listed companies in Asia Pacific ex Japan, the search for good quality businesses available at attractive valuations is immense.
While the yield attractions of equities have rarely been so strong relative to bonds, it is undoubtedly right that a significant amount of commentary is currently devoted to record levels of net debt and shrinking dividend cover.
Bought for €1 by Santander
Many successful funds nearing capacity
Heartwood's Michael Stanes
Risk scenarios vary from country to country
Italy remains a risk
Friendlier regulatory environment expected
Previously warned on pharma dividends
Housebuilders and retailers
Central bank action has reduced volatility
Seen record inflows
Amid the attention focused on the recent downgrade of China, it is easy to forget that Indonesia was upgraded the week beforehand, when Standard & Poor's became the third and last of the major agencies to rate the country as investment grade (BBB-).
Despite having an economy that continues to outpace that of many other countries, China's growth has slowed in recent years, raising concerns over the broader implications for investments.
Retail and autos particularly affected
Chinese labour no longer as cheap as elsewhere
Humans versus machines
The US retail sector is struggling. This may seem strange, given the US economy is strengthening and consumer confidence is rising.
Many investors have come to rely on asset allocations modelled on the old economic order: decades of globalisation, falling inflation, slowing economic growth and declining interest rates.
Withdrawal of QE could cause 'considerable fallout'
When investments deliver double-digit returns within a year, it is normal for investors to pause for breath and reassess the original investment thesis.
'We are citizens of the planet'