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.
Potential for success with third arrow reforms
Further outflows from Japan funds
Latest QuotedData roundup
Japan's domestic economy still seems to be stumbling along. From one quarter to the next, Japan data watchers have been rewarded with revisions down (FY2016 GDP revised to 0.9%, down from 1.7%) as well as revisions up (Q2 GDP revised up to 0.7% quarter-on-quarter,...
Japanese companies are in a good position to deliver attractive returns to their shareholders in the years ahead, writes Reiko Mito, portfolio manager at GAM.
New business opportunities created by structural changes in Japanese society are providing higher growth potential for companies and more options, writes SuMi Trust's Katsunori Kitakura.
Richard Dunbar, investment director at Aberdeen Asset Management, analyses if the latest stimulus measures by the Japanese authorities could herald a second 'new dawn' for the country's economy, or are simply another lost effort
Kenichi Amaki, Portfolio Manager, Matthews Asia
Seeking to improve liquidity
Concerns Japan won't escape "economic doldrums"
Income prospects still strong in Japan
Taken new policy measures
Says political risk has heightened
Aims to stop firms hoarding cash is working
Taking advantage of cheap valuations
After an exodus of global investors from the Japanese stockmarket, disappointed by seemingly stalled reforms and a reverse of the dollar-yen exchange rate, which dampened earnings momentum for many exporting companies, it seems there are now opportunities...
To help lead manager Dan Carter
In the first of our new series profiling the rising stars of the industry, we talk to former stockbroker Ben Conway, a senior fund manager at Exeter-based Hawksmoor Investment Management, where he co-manages the £69m Vanbrugh and £57m Distribution funds.