Investment Conundrums: Horrocks on Matthews Asia 'picking up good companies on the cheap' amid trade war
Making the most of geopolitical tensions
Assessing their usefulness and reliability
Japanese stocks have lagged their global peers so far this year, as uncertainty over US-China trade frictions and the impact on the global economy have clouded the outlook for corporate earnings.
The four best performing stars to look out for
Awards lunch takes place Friday 18 October
Weekly review of the best performing funds
New posts in London, Singapore and Hong Kong
Value 'no longer the outstanding investment story'
US 30-year Treasury plunges to record low
Effects of low-interest rate environment
In an environment where no region presents an obvious opportunity from a valuation perspective in 2019, Japan offers investors the best chance to at least get access to a major market at something of a discount.
Payments from listed companies hit $513.8bn in Q2
Part of the June equity market rally was driven by growing investor expectation of a July rate cut in the US, which we believe is overdone.
Picture the scene. Concerned about the strength of the US dollar, President Donald Trump meets with world leaders to seal a deal to further US interests.
Headlines 'don't reflect the whole story'
Governance reforms set to yield positive long-term returns
Which funds stole the show?
Which companies are bridging the generation gap?
Beginning of trade wars could trigger a strong headwind
The Japanese equity market has seen net outflows in the past 12 months, with concerns over global growth and the trade war weighing on investor sentiment in the region.
Investment Conundrums: Hermes IM's Murray on why emerging market assets will fare best in a 'nasty' recession
US markets still not without dangers
Equity markets are being driven by the fact that bond yields have collapsed.
Maintaining overweight position to the region