Japan

Tom Delic, assistant fund manager at Seneca Investment Managers explores the demographic trends - from opportunities in tech to wealth management - that are available for investors to take advantage of

Brad Tank, chief investment officer - fixed income, Neuberger Berman, discusses the major transition in central bank philosophy that has appeared in recent weeks.

Driven by negativity towards UK equities

Number of big bets go wrong

Company attitudes developing

Investors have been complaining about the lack of volatility for some time now. Perhaps given the bumpy start to 2016, a few are feeling they should have been more careful what they wished for, writes Investec AM's Alastair Mundy.

Financials appealing to managers

Concerns about sterling

'Herd-like' focus on the short-term