The dollar’s strength is particularly key to all markets, and is the “critical driving force” behind many sectors.
The multi-asset manager is more concerned with the US rate rise.
Economic reform, loose monetary policy and weak yen continue to boost earnings momentum across corporate Japan.
The rapid pace of innovation in healthcare is unprecedented, driven by an ageing population and the emergence of new therapies.
McInroy & Wood’s Tim Wood and his team reduce equity exposure to favour UK and US government bonds.