Uncertainty surrounding China in the short-term will keep fund managers on the alert, says GAM fund manager Charles Hepworth.
The stockmarket link could replicate the existing Hong Kong-Shanghai Stock Connect programme.
The Atlas Portfolio 4 fund sits on the defensive end of the risk spectrum.
The recent troubles in China should each be taken as three seperate issues.
The future is looking very bright, says Kames head of multi-asset investing Scott Jamieson.
Japan is still the third largest economy in the world but is misunderstood by some investors.
Rayner also completely sold the commodity exposure of the fund, a gold position, which made 3.7 per cent of the portfolio.
The multi-asset manager is more concerned with the US rate rise.
Is China only a domestic problem or could it turn into something more serious for the global economy?
Is there a risk of a further oil price drop because of oversupply? And is the current low oil price sustainable or temporary?
Despite reducing exposure to the UK and Japan, Cornelian Asset Management chief investment officer Hector Kilpatrick still favours the markets.
Japan has arguably divided investors since the arrival of Abenomics the sheer scale of economic measures introduced has buoyed sentiment among many while others fear another false dawn. We ask multi-manager experts what their outlook is for the Japanese market.
Economic reform, loose monetary policy and weak yen continue to boost earnings momentum across corporate Japan.
GDP expansion forecast to hit up to 8.5 per cent over the next 12 months and thereafter move into double-digit territory.
For the past year commentators have been opining on how dramatic the slowdown in the nation’s growth will be, but does it matter?
For Liontrust’s head of multi-asset, John Husselbee, the disparity of monetary policy across the globe is firmly dictating where he is placing his bets.
A sharp Chinese growth disappointment will send surrounding economies falling with it, but a bet on Australian government bonds could be insurance enough to smooth it out.
Industry experts say Japanese corporates offer attractive earnings growth and valuations despite worries over recent macroeconomic data
Emerging markets have ’lots of downward pressure’ mainly caused by Brazil and Russia’s recession and China growing at a much slower pace.
Patrimoine manager on the hunt for global leader companies and firms benefiting from the US growth story.
Described as a game changer for global markets, the dramatic fall in the price of oil is creating a distinct group of winners and losers.
In a year when attention shifted back towards emerging markets it was India that led the way.
Abenomics crashes on sending the Topix higher and higher to investors’ glee, but an implicit bet on the creditworthiness of Japan accompanies the trade.