New reforms by PM not favoured by all
Scott McGlashan, manager of the £685m JOHCM Japan fund, questions why cyclical stocks have stood on the edge of the dance floor while 'dull' bond proxies are strutting their stuff.
Are Japanese stocks in bubble territory?
Improving corporate governance adds to appeal
Gold suffered largest drop in sentiment
Strategists, asset allocators and fund managers reveal their best ideas for the months ahead as the second half of the year begins in earnest.
Pictet Asset Management has upgraded its European exposure to a full overweight, following the resolution of a Greek bailout deal and positive expectations for future earnings.
The IA Japan sector is home to the most consistent fund performers over the past three years, according to the latest research by F&C's multi-manager team.
The board of the Fidelity Japanese Values trust has appointed Nicholas Price, who currently runs a number of the group's Japanese funds, as its new manager.
Man Group saw $2.6bn of net outflows during the first half of the year, largely driven by redemptions from the group's long-only portfolios including GLG's Japan CoreAlpha strategy, but performance fees helped profits jump 89%.
First State is to launch three new Asian equity funds, following the split of the First State Stewart team earlier this year.
Managers' best ideas from across the globe
Hideo Shiozumi, manager of the £300m Legg Mason IF Japan Equity fund, expects the Nikkei will rise 50% from its current level to as high as 30,000 over the next few years.
Kevin Corrigan, head of fundamental fixed income at Lombard Odier Investment Managers, explains how conventional market cap indices often leave bond investors exposed to the countries and companies that are borrowing the most.
With Japan's corporate governance improvements now underway, Nicholas Weindling, portfolio manager of the JPMorgan Japanese investment trust, looks at how the region can finally begin to close the gap with Europe and the US and improve its tourism industries
Lucy Macdonald, co-manager of the Brunner investment trust, says investors need balanced portfolio exposure and valuation discipline to take advantage of short-term opportunities.
Tokio Marine Asset Management examines how an increasing number of upcoming IPOs, such as the one for Japan Post, the country's largest bank and insurer, may impact supply-demand dynamics in an already buoyant Japanese stock market.
Japan is attempting to resurrect its economy, and bringing with it more tourists and eagerly awaited corporate governance reform, says Genzo Kimura, economist at SuMi TRUST
Peter Fitzgerald, head of multi-asset at Aviva Investors, analyses the growth prospects for developed and emerging markets and the impact of future central bank actions.
Pre-tax profits at Polar Capital have dipped 5% after outflows from its Japanese strategies saw the fund house's AUM take a £625m hit.