We remain cautiously optimistic about the outlook for Japanese equities. However, this is based on the assumption that ‘conventional’ QE will drag the yen lower again, rather than the financing of...

The renewed slide in the value of the pound yesterday has prompted fresh jitters in global financial markets, as well as increased demand for traditional safe havens such as gold and the yen. But...

British politics remains in turmoil following the vote for “Brexit”, but emerging market (EM) equities do not. There are likely to be more periodic sell-offs in risky assets in the months ahead, but...

Our existing market forecasts were premised on an assumption that the UK would vote to remain in the EU. After the vote to leave, we have allowed the initial dust to settle, reviewed our projections...