fund manager views

US high yield bonds are attractive

Media sell-off

Deepening pool of return

Signs of price stabilisation

Oil-importing nations boosted by lower costs

Rising rates also a boost

Valuation anomalies

ECB stimulus not enough

Valuations in Asia-Pacific ex Japan areas are attractive relative to global peers currently, as most of the economies in the region are beneficiaries of lower oil and commodity prices, being net importers.

Looking at recent headlines, many investors may be discouraged from investing in Japan, but Richard Aston, manager of the CC Japan Income & Growth trust, says investors should look more closely at the wider fundmentals before making a decision about investing....