Discussing the case for emerging market equities – including a weaker US dollar – and the potential benefits of adopting an active approach.

Bond yields ratcheted higher globally last week, with a key trigger being shifting interest rate expectations in Japan. Will there be moves to repatriate overseas bond holdings to take advantage of these higher domestic rates? Read on for a breakdown of fixed income news across sectors and regions.

This week we take a closer look at Japan and the likelihood of an interest rate hike at the end of December.