cash

The Japanese stockmarket offers opportunities for investing in growth companies that are benefiting from structural changes in business or consumption patterns, or from demographic patterns such as the ageing, declining population.

Moves to overweight equities and fixed income

Navigating fixed income markets in the New Year

Record outflows

Managers reveal their choices for the market

Given increased volatility in markets, industry leaders and commentators discuss which portfolio diversifiers are attractive at the moment and how they are using them

Cash levels reduced

Net 19% overweight

Growth optimism remains at low levels

Sharp sell-off last week