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Top contrarian trades

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

Three-year return drivers

The European Securities and Markets Authority (ESMA) has delayed its review of standards for MiFID II until September, cutting the amount of time the industry will have to assess proposals ahead of implementation.

Lindsell Train co-founder Nick Train has said his runaway performance is not preventing him from maintaining an "exceptionally bullish" stance on global and UK equities.

Troy Asset Management is to take over from Taube Hodson Stonex (THX) as manager of the Electric & General global equity fund.

Investors are moving out of frontier markets and in to global emerging market vehicles, including BRIC funds, to capture a reversal in their fortunes.

River & Mercantile saw inflows return in the first quarter of 2015, and expects a further uptick once Hugh Sergeant's latest portfolio is launched.

Market movements are pushing Fidelity global equity manager Jeremy Podger to consider companies outside his traditional sectors as he looks further afield for value.

Are asset managers really 'too big to fail'?