Feature

Risk of Abe resigning

Pullback looking likely

Threat of Eurosceptic movements

Rotation after five years

Benefitting from favourable regulation

Emerging markets are well placed to benefit from an uptick in global growth, particularly those that are commodity exporters. Yields are good and valuations do not look excessive in light of the improved outlook.

Trump elected by Main St, not Wall St

Affecting underlying company earnings

Hurt by recent underperformance

Hunt for yield remains