Asset managers make the case for Japanese stocks amidst an historic rally, but others are flagging the risks.

Asset managers make the case for Japanese stocks amidst an historic rally, but others are flagging the risks.
The US bond market is likely to sees spreads widen as higher-for-longer interest rates begin to stress the economy, says Man Group’s Sriram Reddy.
Adding long-duration in the expectation of rate cuts won’t work if neutral is higher than markets expect, portfolio manager Ken Orchard warns.
James Klempster of Liontrust and Andrew Mattock of Matthews Asia explain what investors should expect from Chinese equities this year.
Conditions are settling into place for companies to look towards expansion, according to Fidelity International’s annual analyst survey.
Policy support will be critical to help the country transition towards its ambitions of ‘new economy’ driven growth, according to some asset managers.
The asset manager’s investment institute prefers Mexico and India, but remains cautious on China.
The conditions are ripe for US stocks to finally underperform their peers, says Charles Schwab’s chief investment strategist.
Investors should use real yields as a guide for allocating into fixed income as central banks diverge on rate cuts.
Pictet Asset Management expects rate volatility to continue in the bond market, providing ample opportunity for investors to enter.
Part of the Mark Allen Group.