Japan

North's John Husselbee has shifted exposure across his multi-manager growth portfolios, adding 6% to risk assets and cutting back defensive positions.

ON ASSET ALLOCATION

GSAM chairman Jim O'Neill calls for UK rate rise but expects oil price shock to be temporary

Japanese investment trust discounts have drastically tightened, with investors confident the area's long-term growth prospects remain in place despite the earthquake's impact on share prices.

TIME TO INVEST IN JAPAN?

In the midst of the Japanese nuclear crisis, Maria Merricks examines whether investors can find opportunities within the renewable energy space.

Global markets were buoyant today as fears eased over the possibility of a nuclear meltdown in Japan.

Investors in Japan should look beyond the short-term impact of the crisis as the country will recover quickly due to its large foreign reserves, says Mark Mobius.

Japan could need up to five years to recover from up to $235bn (£145bn) worth of damage from the Tohoku earthquake, according to a World Bank.

Intervention by the G7 and Bank of Japan to stabilise the yen following the Japanese earthquake means the easy money had now been made trading the yen, says Insight's Dale Thomas.