Equities

John MacDougall, manager of the Baillie Gifford Shin Nippon fund, explains how Japan's old corporate structure is being replaced with a new era of entrepreneurialism and high-growth focused start-ups

Emerging market stocks can flourish in the face of a tightening cycle from the US Federal Reserve, according to Lazard Global Equity Income manager Pat Ryan.

Franklin Templeton's Grant Bowers has suggested some US biotechnology companies verge on looking like "value stocks" despite the fierce rally enjoyed by the sector over the past half-decade.

RWC's income managers Ian Lance and Nick Purves are continuing to run significant cash weightings in their portfolios on the view markets are "more than 20% overvalued".

Britain's foreign secretary Philip Hammond has echoed Bank of England Governor Mark Carney's calls for a 'fast' referendum on Britain's place in the EU.

PIMCO's global equities CIO Virginie Maisonneuve is to leave the firm just 18 months after joining the group, as it closes two equity funds.

Exchange-traded product provider WisdomTree has launched the sterling hedged WisdomTree Germany Equity UCITS ETF on the London Stock Exchange.

Mirabaud Asset Management has expanded its European desk with the appointment of a Spanish equities specialist.

Mark Mobius, executive chairman of the Templeton emerging markets group, has urged investors to hold at least 30% in emerging markets to ensure they are properly diversified.

Clive Beagles has increased the small cap weighting to the highest ever level in the history of his JOHCM UK Equity Income as he identifies 'extraordinary value' in the space.