Multi-asset managers are adopting a range of strategies to protect portfolios if asset class correlations begin to break down, turning to sector-specific investments and raising cash.
Japan came out of a recession last year after two consecutive quarters of negative growth.
Germany's 10-year government bond yield slipped below Japan's for the first time on record today.
Peter Toogood argues nations' propensity for QE is leaving investors with a tricky decision to make
Japan's economy shrank more than initially estimated in the third quarter of 2014, according to revised gross domestic product (GDP) figures.
Just what is going on with Japan? Two views on trouble in Tokyo
Japan's economy unexpectedly shrank for the second consecutive quarter, marking a technical recession in the world's third largest economy.
Sector report: Searching for signs of encouragement in Japan
Where did the smart money go in September?
Fund Focus: Philip Saunders on why he likes 'unfashionable' equities