Equities

First interview since moving to the role

'Mispricings due to emotional or herd trading'

Concerned about Brexit and weaker pound

Fourth attempt at inclusion

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.

Less constrained by global macro risk

While the yield attractions of equities have rarely been so strong relative to bonds, it is undoubtedly right that a significant amount of commentary is currently devoted to record levels of net debt and shrinking dividend cover.

Sentiment to UK equities rose 4.82%

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.