Japan's labour market continues to tighten. The country has one of the lowest unemployment rates globally, while surveys continue to indicate significant labour shortages.
As a result of this, we are increasingly asked about the conspicuous absence from our portfolio of those companies that look set to benefit most clearly from an improvement in Japanese consumption. ...
Proceeds being returned to investors
Uncertainty set to remain
A look at the companies disrupting sectors
Perhaps surprisingly, Europe was the second best-performing regional stockmarket in the world in the first half of 2019.