One to Watch: Tokio Marine Japanese Equity Focus fund

As 2015 draws to a close, Japan watchers have grown increasingly concerned the country's reform programme, or Abenomics, is failing to kick-start the economy. Despite unprecedented amounts of monetary stimulus, GDP growth estimates for Japan have lagged developed market peers and headline inflation is nowhere near its 2% target.

However, fund managers from Tokio Marine Asset Management argue it is important for investors to 'decouple' macro figures from company fundamentals. In particular, Tokio Marine AM's London CEO, Yasuyuki Kanda, believes change is being seen at a corporate level, which will be a driver for Japan's equity markets in the future. Tokio Marine Asset Management is well placed to offer a different perspective on Japan compared to UK-based fund houses. It is one of the largest asset managers in Japan, with some $47.5bn in AUM globally. The group is wholly owned by Tokio Marine & Nichido Fir...