Liontrust's Anthony Cross believes fund managers are becoming too short term in their thinking.
Boutique managers feel crisis exposed a lot of scepticism over financial instruments
Schroders manager Nathan Gibbs is bullish on Japan, believing many of its ‘problems' have been misconstrued by the investment industry
Japan is lagging Europe and the West in terms of SRI initiatives. But this is set to change thanks to government intervention, writes Tokio Marine's Kenichi Kubo
Martin Currie manager is seeking out 20%-25% on a reasonable investment horizon on his Global Energy vehicle one year on from its launch
Many market commentators started the year tipping Japan as a contrarian, laggard equity investment for 2010.
Artemis Strategic Assets manager William Littlewood increased his fund's net equity exposure by over 10% last month after buying into market weakness and closing short positions in the mining sector.
If the US - the world's importer of last resort - is going on an export drive, the implications for Asia may be profound, writes Aberdeen's Hugh Young.
The £1.9bn Foreign & Colonial investment trust has brought management of its Japan mandate back in-house to F&C after removing Goldman Sachs.
J O Hambro Capital Management's Scott McGlashan believes the recovery of Japan's economy and stock market should continue in 2010, especially if the Bank of Japan eases monetary policy.