Neptune's Chris Taylor analyses the outlook for Japanese equities as the country's central bank looks to provide additional stimulus this month in a bid to help stem the yen's strong run.
Equities have continued to perform well in recent weeks, with emerging markets and commodity sectors leading the way, as oil and basic materials have continued to rally, writes Gareth Lewis, CIO of Tilney Bestinvest.
Spoke alongside Édouard Carmignac
With Mario Draghi extending the ECB's QE programme this month, and investors returning to US high yield following a number of recent sell-offs, managers tell Investment Week which areas of the credit sphere are likely to outperform in the coming months...
QE was once considered 'reckless'