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.
Why are foreign investors ignoring the rally?
Robin Geffen, fund Manager & CEO, Neptune
Columbia Threadneedle's Sarah Williams argues the real value in Japan may now lie in stocks which are off the beaten track.
Abenomics in Japan has been a roaring success, and should not be seen as just a quick fix 'sugar high' for markets, according to Neptune's CEO Robin Geffen and chief economist James Dowey.