ASSET ALLOCATION

EMERGING MARKETS

ENERGY

The UK economy appears to be in rude health. In May, the Bank of England upgraded its growth forecasts for 2015 to 2.9%, from 2.7%, saying that the economy "has started to head back towards normal". It left its growth prediction for this year unchanged...

EMERGING MARKET DEBT

The deep recession in the US and subsequent sluggish growth has led some experts to suggest the market is suffering economic hysteresis - or permanent damage to potential growth and employment, explains Robert Jukes from CGWM.

A recent spate of share buybacks among companies jostling to prove they can reward shareholders shows Japanese companies are finally ready to be shareholder-friendly, explains GAM Japan manager Ben Williams.

Since the financial crisis in 2008, the FTSE All-Share has been on a steady upward trajectory.

INVESTMENT TRUSTS

EUROPE