22 September 2014
Neptune’s Japan Opportunities manager Chris Taylor has warned of the dire position the country will find itself in if Abenomics fails to stimulate the economy.
17 September 2014
Asian stocks have been largely ignored this year as investors take stock of positions and eye potential shifts in policy from central banks, but multi-managers are now upping their exposure amid a strong rally.
16 September 2014
After a very strong 2013 for Japanese equities, when both the TSE Topix and Nikkei 225 indices outperformed the MSCI AC World index, 2014 has so far proven to be much more difficult from both an absolute and relative return perspective. Both Japanese equities indices have so far underperformed on a global basis this year.
16 September 2014
Schroder Tokyo fund manager Andrew Rose talks to Anna Fedorova about where to find value in the Japanese market, why he has been buying financials on weakness, and why the world’s largest pension fund should give equities a leg up.
16 September 2014
With the US economic recovery becoming more established and the tapering of QE already in progress, investor attention is turning to the expected path of the Federal Funds Target Rate (FFTR).
12 September 2014
Old Mutual Global Investors CEO Julian Ide, Hermes CEO Saker Nusseibeh and Rathbones CIO Julian Chillingworth examine a variety of industry issues they suggest investors may be ignoring.
10 September 2014
Japan’s benchmark Topix index has closed at its highest level since 2008 as a stronger US dollar sends the yen on a downwards path once again.
08 September 2014
The bears are “sharpening their knives” for Japan despite encouraging signs in the longer term, the managers of the Ruffer investment trust have warned.
05 September 2014
Markets across the globe were mixed overnight as investors reacted to a series of stimulus measures introduced in Europe to stave off the downturn.
29 August 2014
Shorting the Japanese yen while going long equities was a consensus trade last year. The pair have decoupled, but can the trade work again? Tilney Bestinvest's Sophie Muller investigates.
18 August 2014
Asian markets enjoyed a mixed trading session at the start of the week, oscillating between gains and losses as the latest relief rally comes under pressure.
15 August 2014
It should be plain sailing for investors in shares this summer. The world economy is growing this year, and should do so again next year at a reasonable pace.
13 August 2014
Japan’s GDP shrunk by 6.8% on an annualised basis in the second quarter following a hike in the country’s sales tax.
11 August 2014
Employment rates and wages are finally rising, as Japanese companies start to spend cash instead of holding it on balance sheets. Genzo Kimura, economist at Sumitomo Mitsui trust, asks if Japan’s transformation is permanent
06 August 2014
After a runaway 2013, Japanese equities have had a more muted time of it this year, showing there is still a healthy degree of scepticism over the impact of Abenomics.
The strong dollar has been the bane of equity markets, placing pressure on earnings. But Simon Laing, head of US equities at Invesco Perpetual, argues investors need to look back at the 1980s, when markets soared alongside the dollar’s strength, for investment inspiration.
With globalisation under pressure, Samy Chaar, strategist at Lombard Odier Investment Management, asks if a new mantra of regionalisation and non-dollar currency trading could become the norm
The provision of supportive monetary conditions has fuelled a value rally, but now there are signs that higher quality companies with long-term secular growth potential are back in favour.
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