Abi Oladimeji, head of investment strategy at Thomas Miller Investment, outlines the headwinds and tailwinds for Asia.
Dividend strategies should continue to deliver
Americans are an optimistic bunch by nature. However, talk of secular stagnation, declining opportunities and faltering growth have become the topics de jour.
Eurozone equities have had a bad start to 2016, underperforming their global peers. The combination of a steep sell-off in global risk assets and a strong euro were to blame.
Lack of individual company growth
Steel has been a prominent fixture in the news in recent weeks but for all the wrong reasons, writes Canada Life Investment's Duncan Mackay.
Recent decisions by both the Federal Reserve and the European Central Bank have helped break the trend of tightening global liquidity conditions.