Feature

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.

Relative value strategies useful

Keith Barrett, head of research at Ingenious Asset Management, asks whether outperformance in US healthcare stocks can continue or if it is time to take profits.

Ardevora's Jeremy Lang explains why he continues to have a nervous view towards many sectors and sticks to his 'lower risk' principles when it comes to investing.