Japan
Asia
Many investors have already written the obituary for Abenomics, but this judgement is far too premature and narrow in its scope.
30 October 2016
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2 min read
Bonds
The events of July and August cemented rates in the UK at all-time lows. With the cheapest bond in the yield curve being the 30-year gilt (yielding 1.4%), there has been little respite for conservative allocation to fixed income markets.
21 October 2016
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2 min read
Asia
The Japanese stockmarket has been a major disappointment this year. The adoption of negative interest rate policy by the Bank of Japan in January was supposed to have led to further yen depreciation and sparked a recovering in corporate borrowings.
21 October 2016
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1 min read
Europe
Nearly four months have passed since the European referendum and we have read many refer to the current period as 'post-Brexit', writes James Sullivan, director and senior fund manager at Coram Asset Management.
19 October 2016
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4 min read
Asia
Japan's domestic economy still seems to be stumbling along. From one quarter to the next, Japan data watchers have been rewarded with revisions down (FY2016 GDP revised to 0.9%, down from 1.7%) as well as revisions up (Q2 GDP revised up to 0.7% quarter-on-quarter,...
06 October 2016
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2 min read
