Japan has been struggling with next to no growth and fighting deflation for more than 20 years, leading to huge monetary and fiscal stimulus and structural reforms, from the 'three arrows' of Abenomics to the central bank's purchase of enormous swathes...
Which funds topped the chart?
Michael Clark, manager of the £1.1bn Fidelity MoneyBuilder Dividend fund, is forecasting UK dividends will increase by 10% in 2017.
From tackling 'Trump-enomics' and a rise in inflation, to ditching bond proxies and anticipating further political uncertainty, managers from Investment Week's November Funds to Watch conference share their views on how they are adjusting their strategies...
Regardless of market conditions, active management in the Japanese small-cap market is still able to provide a better return with less volatility when compared to Japanese equity market as a whole.
While IMF global growth forecasts may have finally steadied after five consecutive semi-annual cuts, it is not to say that the global economy has stabilised and is set to normalise once again.
Sluggish growth and weak domestic spending
At the end of October, the Tokyo Stock Exchange and Nikkei announced they are to launch a new index - the JPX-Nikkei Mid and Small Cap Index - in early 2017.
Corporates have the 'firepower' to increase dividends
Fed rate hike would strengthen dollar vs the yen
'Shock Trump victory would lead to discounts widening'
Japanese equities have earned themselves a reputation over the years as the market everyone loves to hate, writes Trevor Greetham, head of multi-asset, at Royal London Asset Management.
Two key issues dominate the economic and investment landscape: concern that monetary policy may be at the end of the line and prospects for the US after November's presidential election, writes Daniel Murray, chief economist at EFG Asset Management.
Japan also strong performer
More easing expected
Japan was one of the most popular areas with UK investors in 2015, with some £1.2bn of flows into the IA Japan sector and more than £400m going into the IA Japanese Smaller Companies sector, as investors tried to hone in on those domestic companies benefitting...
Many investors have already written the obituary for Abenomics, but this judgement is far too premature and narrow in its scope.
Stocks with innovative business models have done well
The events of July and August cemented rates in the UK at all-time lows. With the cheapest bond in the yield curve being the 30-year gilt (yielding 1.4%), there has been little respite for conservative allocation to fixed income markets.
The Japanese stockmarket has been a major disappointment this year. The adoption of negative interest rate policy by the Bank of Japan in January was supposed to have led to further yen depreciation and sparked a recovering in corporate borrowings.
Nearly four months have passed since the European referendum and we have read many refer to the current period as 'post-Brexit', writes James Sullivan, director and senior fund manager at Coram Asset Management.