Corporates

We believe Japan is slowly emerging from its long period of deflation.

Improvement in corporate cashflows and industrials

Investec manager looks at Lego's recovery story

Political and market shocks

Earnings growth is projected by some market strategists to bounce back in emerging markets in 2017 following five lacklustre years, writes James Donald, head of emerging markets at Lazard Asset Management.

Heightened sensitivity to economic events post-Lehman Brothers' collapse is leading to increased volatility in markets, especially with regards to the shares of financial institutions, according to Gurnek Bains, chairman of multinational corporate psychology...

Many investors continue to overlook the risks associated with developed market bonds at the expense of potential opportunities in emerging markets, according to Robert Simpson, portfolio manager, fixed income at Insight Investment, part of BNY Mellon....