Feature

With volatility having increased this year, Newton Investment Management's Nick Clay asks what type and level of risk is one willing to assume to generate the required level of income?

QE has helped drive equities and bonds beyond fair value - but what will the future hold after the Fed raises rates?

Companies in the US are feeling the pressure. The slowdown in global growth, for one, has had an impact on demand says Martin Currie's Tom Walker.

Over the past couple of months, Oyster's Claire Shaw has actively increased the fund's exposure to emerging markets as it is one of the most out of favour themes in the market right now.

Looking beyond the current volatility, investors should be thinking where will the world be in three, five and ten years' time? Which markets will see the most significant changes and developments, and therefore the most growth?

RWC Partners' Corinna Arnold argues that for investors trying to get a handle on underlying trends in Japan, it is worth stepping back and looking at the big picture.

For those investors seeking in the region of cash +2% returns and low levels of overall risk, the current market environment poses several challenges - such as the historically low yields and high valuations.

Attractive buy territory

Sector enjoyed long-term outperformance

Abe's non-approval rates have risen to match his approval rates, and further political uncertainty will present a large hurdle to progress, says Genzo Kimura, economist at SuMi Trust.