The Big Debate!

US Interest rates: where to from here? 

With the Fed likely to start tapering their bond purchases this year, attention will soon turn to when they will raise interest rates and how high they will get. Will rates stay at exceptionally low levels or might we see the sort of levels we saw before the Great Financial Crisis?
 

Is it Japan’s time to shine?

Japanese equities have been unloved for a long time, but is the tide turning?  The outlook for the economy doesn’t seem to have changed enormously, but some investors are becoming more optimistic on the outlook for Japanese equities. We’ll discuss the reasons why or whether investors should avoid.
 

The High yield trade

Credit spreads are very tight.  Does this mean returns are likely to be poor or will low default rates and other factors support the asset class?

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