Replicates existing strategy
Comments from EFGAM's chief economist
Takes over in June
Gold and UK property remain most popular
Managers do not think Brexit will happen
Negative rates a concern for banking sector
Japan and eurozone feeling the pain
Japan has 'tested our resolve'
Cut Japan holdings
It has been three years since Prime Minister Shinzo Abe took office and Bank of Japan governor Haruhiko Kuroda launched his aggressive and unconventional monetary policy, characterised by the central bank's enormous balance sheet expansion.
As events such as the forthcoming EU referendum contribute to market uncertainty, managers tell Investment Week in this special two-part feature where they are finding the best uncorrelated assets that are helping their portfolios achieve 'true' diversification...
Inflation below target and rates at negative
Offshore version remains open
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.