Japan

Now is not the time to be swayed by high-frequency newsflow and economic data, writes Philip Lawlor, group strategist at Smith & Williamson.

ON SPECIALIST

Just as we feared, 2011 is proving unrewarding for most investors. Days of gloom and falling markets alternate with days of enthusiasm and love of risks.

Period of slow growth in US and Europe draws parallels with Japan post 1990

JOHCM's Scott McGlashan claims Japanese companies must look beyond Japan to defy its depressed stock market.

Better-performing peripheral markets offer some protection during difficult few months in Asia ex Japan sector.

ON JAPAN

Investors need to scrutinise SRI funds more closely than ever, writes AEGON's Ryan Smith.

ON JAPAN

Richard Evans, co-manager of the £204m Martin Currie Asia Pacific fund, will leave the firm and the fund management industry at the end of September.