Significant restructuring in the economy needs to be seen, as society ages and the government faces the political realities of rebalancing growth across society, according to Samir Mehta, manager of the JOHCM Asia ex Japan fund
BlackRock's chief executive Larry Fink has said the strength of the US dollar could undermine the economic recovery in the US as it puts pressure on US firms.
History shows little relationship between the strength of the dollar and corporate profits, says Gregg Guerin, product specialist at First Trust Global Portfolios
Investors fear the US equity market may be the next victim of a soaring US dollar, as the strengthening currency begins to trigger fresh turmoil in emerging markets.
The FTSE 100 has hit a fresh record high after the US Federal Reserve signalled renewed caution on its path towards raising interest rates from their record lows.
The managers of the Ruffer investment company have cut their US dollar exposure further, even as the currency looks set for its best quarter in over 20 years.
Saunderson House's Joe Smith takes a closer look at drivers for the dollar this year and what could potentially derail its strong run.