Lure of Japan remains despite slow moving Abenomics reforms plan

Stocks with innovative business models have done well

Managers from Investment Week's recent Japan Briefing reveal the long-term themes driving their strategies, how investors are navigating currency concerns and the key holdings powering portfolios this year.

Dan Carter, manager, Jupiter Japan Income fund and the Japan Select SICAV You recently took over management of the portfolio. What key changes have you made?  We have made very few changes. Prior to becoming lead manager on Jupiter Japan Income, I was deputy manager of the fund, and worked alongside its previous manager for eight years, while lead-managing its SICAV equivalent.  The net result is that taking over the portfolio has meant continuity of investment philosophy. Like the former manager, I seek to own long-term positions in cash-generative, income-paying Japanese compani...