Impact on fixed income space
Japanese equities among top five
Inflation should start falling back to target early 2018
Many investors are tempted by tactical asset allocation - the practice of shifting a portfolio's weighting as the outlook chops and changes.
Globalisation has come a long way fast, and many of the factors driving local inflation are now global in nature. But where will they go from here?
Amid record short positions
First UK rate rise in decade this month