Following a turbulent 2016 for Japanese stocks, Tokio Marine Asset Management as a locally-based bottom-up stock selector, looks ahead at what's in store for the Japanese stock market in 2017 and the potential risks we see as a growth-biased manager....
Which funds topped the chart?
Ability to generate uncorrelated returns
What are investors' concerns?
When Shinzo Abe first took up his post as Japan's Prime Minister, he did so thanks to his vivid use of language, writes Charles Stanley's John Redwood.
Hopeful of a rate rise
Helped by weaker yen
See and Hjertman promoted
2016 model portfolio underperformed benchmark
Brazil and Russia top performers for 2016
Juliet Schooling Latter's fund picks
Ian Pizer reveals his key trades for the new year
Japan sees biggest one-month jump in sentiment
'Focus on growth, not value'
The Japanese stockmarket had been sluggish and trading-orientated in the wake of the yen's recent appreciation, partly reflecting renewed jitters over the Trump risk when it came to the US presidential election, writes Hideo Shiozumi, manager of the Legg...
US small caps to benefit from Trump victory
What a funny old year it has been - and there are still a few weeks to go!
Kenichi Amaki, Portfolio Manager, Matthews Asia
Japan has been struggling with next to no growth and fighting deflation for more than 20 years, leading to huge monetary and fiscal stimulus and structural reforms, from the 'three arrows' of Abenomics to the central bank's purchase of enormous swathes...
Michael Clark, manager of the £1.1bn Fidelity MoneyBuilder Dividend fund, is forecasting UK dividends will increase by 10% in 2017.
From tackling 'Trump-enomics' and a rise in inflation, to ditching bond proxies and anticipating further political uncertainty, managers from Investment Week's November Funds to Watch conference share their views on how they are adjusting their strategies...
Regardless of market conditions, active management in the Japanese small-cap market is still able to provide a better return with less volatility when compared to Japanese equity market as a whole.
While IMF global growth forecasts may have finally steadied after five consecutive semi-annual cuts, it is not to say that the global economy has stabilised and is set to normalise once again.