The managers of the Ruffer investment trust are concerned further monetary easing may lead to another financial crisis on a par with 2007/8 as talk of yet more stimulus fuels 'risk-takers'.
Willem Verhagen, senior economist at ING Investment Management, investigates which ‘fundamentals' really matter for the euro.
China's stock market has rebounded slightly on Tuesday after its worst day for 18 months, as the country's parliament begins its annual session.
Asian stocks have rallied for the third day in a row, led by Japanese shares, as regional indices touch highs last seen in 2011.
A US equity fund targeting the Japanese retail market has seen one of the largest subscriptions ever as domestic investors pile into overseas stocks on fears over the yen.
Hedge fund veteran George Soros has made $1bn betting against the yen since November, profiting from the Bank of Japan (BoJ)'s moves to weaken its currency.
Attempts by the world's seven major economies to calm the growing tensions over exchange rates triggered by the weakening yen have failed, as currency markets suffered a second day of volatility.
Schroders is preparing to add a sterling-hedged share class to its £797m Tokyo fund as investors become more concerned about downside risk to the yen.
Legg Mason plans to unveil a sterling-hedged share class for its top-performing Japan Equity fund to protect investors from currency volatility, as the Bank of Japan (BoJ) unveils a fresh stimulus package.