Tokio Marine Asset Management, as a locally-based bottom-up stock selector, offers a different perspective on the widely held market perceptions of Japan and presents an alternative view which some investors outside of Japan may not have been aware of...
Which funds topped the chart?
Japan is out of favour, especially with foreign investors, and the market has sold down amid rising global macroeconomic concerns and volatility in returns. In particular, investors have shunned stocks where earnings are perceived to be cyclical or volatile...
Improving corporate governance
Baillie Gifford's Whitley: It baffles me why people still use the pre-computer age, price-weighted Nikkei index in Japan
Head of Baillie Gifford's Japan equity team
To replace Guy Henriques
Helped by new Abenomic reforms
Currently yielding 2.5%
Easy to become 'despondent' over Japan
Manager of Japan Income fund
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