A combination of fading fears over China and additional yen weakness, as the Bank of Japan steps up the pace of its asset purchases, should allow Japanese equities to outperform their US peers in 2016...

The positive reaction of many riskier assets to Fed “lift-off” supports our view that they will perform well in 2016.

With 2016 looming large, this Global Markets Update contains 10 of our key market calls for the year ahead.

A widely-anticipated Fed rate hike next week would probably not cause panic in financial markets. However, our view that the Fed will eventually raise rates faster than expected leads us to conclude...