At the latest Schroders Live event on 4 October, our panel looked at whether equities can sustain their stellar run in view of the coming reduction in central bank liquidity, geopolitical tensions, currency moves and stretched valuations.
Matthew Dobbs, a veteran Asian fund manager, was in the eye of the storm in 1997. He examines why it happened and whether it could be repeated
Andrew Rose explains why the geopolitical backdrop should not distract investors from positive company-level changes in Japan.
Global central bank roundup: while the Federal Reserve moves towards normalisation of interest rates, it appears to remain a remote prospect for Japan and the UK.
Japan may appear less exposed than some other countries to US trade risks but it would still be affected by anti-globalisation measures.