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.
With plenty of cash on balance sheets, corporate confidence back in the black and cheap borrowing abound, M&A looks set to soar even further. But how should investors work the trend?