Goldman Sachs' David Townshend believes slowing Asian economies and many depreciating currencies in the region bode negatively for the Japanese economy.
A wave of risk aversion hit high yield bonds in Q3. Here, fund managers give their views on the sector after the sell-off and where the sweet spots now lie for investors.
Does not expect dramatic fall
Multi-asset manager Nuttall to lead portfolio
As equity markets trade near record highs and valuations exceed historical averages, the investing environment appears to us ripe for new sources of returns. In this environment, long/short equity strategies may be well positioned to pick winners and...