Japan

Investors have got over the wobbles of February. The ides of March were good for the bulls. The main investors and commentators are in love with risk again.

World markets have dropped after Japan was struck by a second earthquake in as many months.

A tsunami warning has been issued for north-eastern Japan after an earthquake with a magnitude of 7.4 struck off the east coast of Honshu.

The Japanese economy is "under strong downward pressure" in the wake of the damage caused by the earthquake and tsunami, the Bank of Japan (BOJ) says.

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.