Impact of political turmoil and Brexit
Eight new entrants
Attractive dividend yields
Guide to equity universe
Economic surplurses also pose risks
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.
Will work alongside Chisako Hardie
Worked at Schroders since 1981
Picking apart merger rules
We are excited and bullish about the opportunity set in Japan both from an equity and multi-asset, risk-adjusted perspective.
When it comes to the Japanese market currently, cash is in abundance, valuation metrics are not stretched and corporates have the capacity to increase returns to shareholders.
Bond funds severely affected
2018 was a difficult period for the Japanese equity market.
Chosen by senior analyst Dan Adams
Industry Voice: Japanese equities retain the characteristics that can continue to work well in 2019.
Top foreign sectors to look out for over the year
Holdings will need to "plough through their own furrow"
Positions EMs outlook for next 12 months
It has been a difficult year for global equities, with volatility caused by factors such as concern about trade wars leaving many of the world's stock markets in retreat.
Industry Voice: Chris Taylor discusses the outlook for Japan, explaining why corporates are producing record aggregate profits and profits growth.
Japanese stocks are about as cheap on a price to 12-month forward EPS ratio as they have been in many years and are cheaper than many of their global peers.
Avoiding freezing of US-China ties
The Japanese equity market will resume its ascent, buoyed by favourable political conditions, strong and evolving corporate reforms and continued monetary easing by the Bank of Japan (BoJ).