21 July 2014
OakTree Wealth Management’s co-founder and chief investment officer Ian Brady tells Investment Week how he educates his clients, how changing regulation could hurt the industry, and why he refuses to join the chase for yield.
17 July 2014
Investors concerned that Japan's economic revival has run out of steam should look to the emergence of corporate capex and wage rises for hope, explains SuMi Trust's Genzo Kimura.
15 July 2014
GLG has recruited an additional manager for its Japanese equity team following a sharp rise in assets within its Japan CoreAlpha strategy.
11 July 2014
Baillie Gifford’s Stephen Rodger has argued fellow bond managers are unprepared for Japan-style deflation which is on the horizon in the West.
30 June 2014
The weaker yen is proving a drag on consumer incomes, and the real, structural change that will help Japan recovery is yet to be seen. Internationally-diversified market leaders will be the best way to play the market, explains Aberdeen Asset Management's Kwok Chern-Yeh.
30 June 2014
Dean Cashman, head of Japan equity at Eastspring Investments, explains the Japanese turnaround story going on in spite of Abenomics.
30 June 2014
Asian markets were mixed overnight ahead of a busy week data-wise, with the impact of Japan's sales tax introduced earlier this year keeping a lid on gains.
27 June 2014
This week Japan's prime minister Shinzo Abe returned with a ‘third arrow' plan for structural reform. Wether his plans succeed remains to be seen but other factors mean sustained recovery is on the cards for Japan, says Andrew Rose, manager of the Schroder Tokyo fund.
27 June 2014
Japan's Nikkei fell overnight as concerns over weak US growth figures hit the country's export sector.
24 June 2014
Patrick Artus, chief economist at Natixis, asks whether there is a bubble in the bond markets and, if so, what this might mean for investors.
20 June 2014
Polar Capital is looking to expand its number of investment teams, adding it has been encouraged by "unsolicited approaches", after nearly doubling assets under management in its last financial year.
12 June 2014
Investors are again warming to Japanese equities due to cheap valuations, a shake-up in the domestic investment market, and rising inflation.
09 June 2014
Peter Kirkman, manager of the JPM Global Consumer Trends fund, explores what Japan’s ageing population and the rapid emergence of Asia’s middle class means for investors.
02 June 2014
The Japanese stock market hit an eight-week high following the release of strong China manufacturing data and improving domestic consumer sentiment.
Africa is fast becoming one of the world’s hottest regions for oil and gas, as it is relatively underexplored. But operating on the continent offers its own unique challenges, as Garry White, chief investment commentator at Charles Stanley Direct, explains
As investors increasingly push the boundaries in search of accessible alternatives, the alternative beta concept may become a significant part of investors’ toolkit, says Olivia Mayell, client portfolio manager at J.P. Morgan Asset Management.
Asian income is a game of two halves, with the region dividend between cash hoarding markets and those with an established dividend culture. Margaret Weir, investment director at Eastspring Investments spells out the best and worst markets - including the world's worst offender.
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