Micro change in Japan is encouraging but watch the currency – Heartwood
While certain Japanese sectors are benefiting from a promising micro story, currency implications mean Heartwood Investment management is re-hedgeing some of its Japanese equities exposure.
China’s currency issues could perpetuate global volatility – Hermes
The risk of a serious devaluation of the renminbi is likely to continue to fuel market volatility, said Gary Greenberg, head of emerging markets at Hermes.
Brexit worries unlikely to scare international property investors out of UK market
The prospect of rising interest rates and a potential Brexit are likely to impact property sector investor sentiment in 2016, says Alan Sippetts, investment director at Heartwood Investment Management.
Green tech may drive policy after climate conference – Jupiter
Green technology may drive policy after the upcoming climate conference, which could create investment opportunities, according to manager of Jupiter Green Charles Thomas.