Outperformers of last five years likely to struggle
Given increased volatility in markets, industry leaders and commentators discuss which portfolio diversifiers are attractive at the moment and how they are using them
The Japanese equity market will resume its ascent, buoyed by favourable political conditions, strong and evolving corporate reforms and continued monetary easing by the Bank of Japan (BoJ).
With 55% of FTSE 100 dividends forecast to come from just ten companies in 2018, it is not surprising many UK equity income strategies are disproportionately invested in a relatively small number of large-cap stocks.
Asia Pacific Property fund to close
With global growth accelerating, emerging market (EM) corporate fundamentals continue to improve. Moreover, EM corporate bonds offer attractive valuations in the current low-yield environment.
The UK TMT sector, and its remarkable bull run, has been a top performer for investors due in large part to the growth and dominance of mega-cap technology stocks.
'Style of the fund has changed dramatically'