Three macro trends should shape the Japanese economy over the next couple of years.
Unusually compelling valuations
Co-manager with Edmund Harriss
M&G's Johan Du Preez
Rising female employment rate
Both agree urbanisation to provide significant boost
The issues facing Japan with respect to its ageing population are well documented.
With 17,000 listed companies in Asia Pacific ex Japan, the search for good quality businesses available at attractive valuations is immense.
Since China launched its $600bn stimulus in 2008 as a response to the global financial crisis, investors have waited for the hangover to arrive as debt levels continued to mount.
Set to decide on 20 June
Heartwood's Michael Stanes
Amid the attention focused on the recent downgrade of China, it is easy to forget that Indonesia was upgraded the week beforehand, when Standard & Poor's became the third and last of the major agencies to rate the country as investment grade (BBB-).
Despite having an economy that continues to outpace that of many other countries, China's growth has slowed in recent years, raising concerns over the broader implications for investments.
Amid news of slow headline growth, consumer spending in China has been growing at breakneck speed. Rob Brewis, investment manager at Aubrey Capital, looks at the reasons behind this rapid rise.
Luxembourg domiciled UCITS strategy
Resumed 2015 trend depreciation
As shareholder payouts rise to record levels, Tokio Marine Asset Management explores the drivers behind this significant corporate change and why investing in smaller cap names may be the way to maximise access to the trend.
Withdrawal of QE could cause 'considerable fallout'
Panic over EMs not matched by those on the ground
Corporate backdrop favourable
'Markets should like this'
Facing anaemic growth
Second value fund
World's third-largest economy