politics

Possible challenges to flows

Overseas investors returning

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

Stronger yen a risk

'Above-average'

After a dismal decade, the re-emergence of emerging markets (EMs) continues. In the year to the end of March, they outperformed global developed markets by 10 percentage points.

Political concerns remain

Focus on 2018

Overseas exposure a benefit

Crunch polls in Colombia, Mexico and Brazil