IW's podcast for April
Recovery in domestic economy
Hires of Godber and Hamilton announced last week
BofA Merrill Lynch survey
How have they performed?
The Japanese yen hit a multi-year low of ¥125 to the dollar in June last year, a significant 40% decline from its peak of around ¥75 in October 2011. As a result, the weak Japanese yen drove corporate earnings to record highs in the last few years.
The number of foreign tourists travelling to Japan has been growing strongly for four years now and shows no signs of abating, writes Fidelity's Nicholas Price.
Tom Delic, assistant fund manager at Seneca Investment Managers explores the demographic trends – from opportunities in tech to wealth management – that are available for investors to take advantage of
Brad Tank, chief investment officer – fixed income, Neuberger Berman, discusses the major transition in central bank philosophy that has appeared in recent weeks.
Driven by negativity towards UK equities
Number of big bets go wrong
Company attitudes developing
Mundy: Why a gold and silver allocation is my answer to investors' lack of confidence in central bankers
Investors have been complaining about the lack of volatility for some time now. Perhaps given the bumpy start to 2016, a few are feeling they should have been more careful what they wished for, writes Investec AM's Alastair Mundy.
Financials appealing to managers
Concerns about sterling
'Herd-like' focus on the short-term
Looking at recent headlines, many investors may be discouraged from investing in Japan, but Richard Aston, manager of the CC Japan Income & Growth trust, says investors should look more closely at the wider fundmentals before making a decision about investing.
Yields fall into negative territory
Threat of divide
Yen and euro stronger
Investors are being urged to carry out extra due diligence on global equity income funds on fears of 'disproportionately rising stock risk', as the sector's average exposure to UK-listed names reaches a three-year high.
Critical source of return and risk reduction