Analysis

Chris Smith, analyst - Japanese equities at Polar Capital, discusses the evolution of the Japanese market and the search for income.

In the latest in our series of interviews with some of the industry's key Investment Influencers, Investment Week talks to Rathbones' Evangelos Assimakos.

Bond yields at record lows

With yen strength providing a near 25% swing in returns for sterling investors in 2016, Paul Milburn, co-manager of the Lowes multi-asset RHFS Diversified Strategy fund, outlines his strategy for protecting against future yen weakness.

Martin Flood, manager of the Lazard US Equity Concentrated fund, explains the case for US equities despite their current premium valuation levels.

Concerns over Italian banks

India's economy has been running on the equivalent of Windows 98, making for slow, inefficient bureaucracy and disincentives to trade and investment.

Guy Wilkes, financial services regulatory and enforcement partner at global law firm Mayer Brown, explores the notion of conduct risk and if concentrated funds face different challenges from those of more diverse funds.

Investors still appear willing to take risk, but this remains a very unloved equity market rally - led by defensive sectors such as consumer staples and utilities, writes Erik Knutzen, chief investment officer—multi-asset class at Neuberger Berman.

Devan Kaloo (pictured), head of global emerging markets at Aberdeen Asset Management, gives his views on major global talking points.