The weaker yen is proving a drag on consumer incomes, and the real, structural change that will help Japan recovery is yet to be seen. Internationally-diversified market leaders will be the best way to play the market, explains Aberdeen Asset Management's...

PROPERTY

Fresh back from a trip to Asia, Mirabaud Asset Management's Daniel Tubbs takes a look at the political and macroeconomic positions of 'the Switzerland of Asia' - Singapore - and Thailand.

All boats rose with the tide in the recent frontier market rally. But for more discerning investors, Nigerian banks, Saudi Arabian healthcare and the Pakistani stock market all stand out as innovative ways to play the next market leg-up. Duet manager...

This week Japan's prime minister Shinzo Abe returned with a ‘third arrow' plan for structural reform. Wether his plans succeed remains to be seen but other factors mean sustained recovery is on the cards for Japan, says Andrew Rose, manager of the Schroder...

The biotech sector has stumbled in recent months as investors have moved to take profits on the industry's boom. Daniel Koller, manager of the BB Biotech fund, outlines the new breed of drugs set to push the sector higher.

Sinking supermarkets: Should investors steer clear?

Markets will grind higher, but the road will be a bumpy one, and risk trades still have their place explains Santander Asset Management's multi-asset chief Toby Vaughan.

Rathbones' multi-asset head David Coombs explains why he is seeking out property and long/short funds as diversifiers, while making the shift in to large caps.

Although inflation has been the dog that has not barked, it would be extraordinary if higher levels did not appear. Protecting against inflation is both cheap and wise, explains Glyn Owen, investment director at Momentum Global Asset Management.