Asia's maturing debt market, cheap Japan and the global equity rally

clock • 16 min read

Margaret Lawson on UK growth The first half of the year was dominated by investor fears: the UK election, Greece, US rates and China's stockmarket bubble. There are plenty of potential problems to spot; what is much harder is the challenge of assessing what actually matters. Fears to date have disproportionately weighed on sentiment, causing many investors to miss out on a strong period for active managers. The FTSE Mid 250, which is the core of stockpicking for many funds, significantly outperformed over the first six months of 2015, reaching an all-time high in June.  Anxiety can ...

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