Despite good absolute performance in the Japan equity market year-to-date, valuations remain attractive both on a cash earnings yield and a price-to-book basis compared to other major markets.
Importantly, we observe that improved trend earnings in Japan are being delivered and not yet being priced by the market, at a time when leverage has fallen materially. Corporate investments have fallen...
Had targeted a £200m IPO
Fund manager poll by the AIC
Partner Insight: Ross Teverson, Head of Strategy, Emerging Markets at Jupiter Asset Management, provides an insight into the Jupiter Global Emerging Markets Fund philosophy, which is centred on identifying companies experiencing 'positive change' in emerging...
Ongoing charge of 0.99%
Marsh to begin working on Income fund in February 2018