Chris Taylor, investment director and head of research, Neptune Investments
It has been several weeks since Jason Pidcock announced he is leaving his post as manager of the Newton Asian Income fund, after a decade at the helm, to set up a similar strategy for Jupiter later this year.
Hiroyasu Sato, chief portfolio manager of the Tokio Marine Japanese Equity Focus Strategy, believes that the impact of the Abe administration/Bank of Japan's macro policy will lessen and now is the time to focus on attractive company fundamentals.
Man GLG is to remove investment restrictions on its flagship Japan CoreAlpha fund, citing an improvement in Japanese equity market liquidity.
Siddharth Bhargava, research analyst, Matthews Asia
Renewed yen weakness could bring about a fresh global currency war resulting in a 'tidal wave of deflation' in China and the West, Société Générale's Albert Edwards has warned.
Henderson Global Investors has made a trio of acquisitions in Australia which will add £5.7bn to its assets under management across fixed income, equities and commodities.
M&G is bringing its top quartile Japan funds in-house, changing manager on its Smaller Companies portfolio, and adding a co-manager to its European Smaller Companies fund.
The departure of Newton's Asian Income manager Jason Pidcock came as a shock to fund buyers earlier today, but what are the options for those wishing to move their cash?
Ruffer's Hamish Baillie and Steve Russell have said Chinese equity markets could soar further as the Hong Kong-Shanghai Stock Connect continues to boost sentiment and trading volumes.