Jupiter

Emerging markets face a tough summer but this could lead to an entry point for investors at the end of Q3, said Jupiter's Kathryn Langridge.

Leading strategic bond fund managers have cut their aggressive shorts on US treasuries, on the expectation the Federal Reserve may postpone plans to scale down QE if growth and inflation continue to undershoot.

ON JAPAN

Emerging markets now face a "cyclical point" in their development as the impact of loose monetary policy around the globe begins to wane, according to Jupiter CIO John Chatfeild-Roberts.

Equity income stocks could be among the biggest losers from an environment in which investors prepare for a tapering of US QE, investors have warned.

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FINANCIALS

ETHICAL

The Japanese market has gone from strength to strength this year, with shares soaring as the recent expansionary policies of new Prime Minister Shinzo Abe power the economy. But which funds offer investors the best way to play the ongoing rally?

Charles MacKinnon, chief investment officer at Thurleigh Investment Managers, has named five funds he is backing as he looks to boost exposure to equities in his portfolios.