New ratings system for younger funds
How important are shareholders to a business? Normally, very important.
New entrants examined
How have they performed this summer?
Economy to thrive despite global risks
Everyone likes low prices, but if I said to you the level of Japanese consumer prices are now at the same level as way back in October 1998, then correctly you would conclude something is not quite right.
Hope amid trade war and Brexit concerns
Identified 'exciting gap in the market'
Contagion risk with US and China trade war
Increased share buybacks
'The biggest threat to global markets'
Global markets have fluctuated since the end of 2017, due to the Federal Reserve's accelerated tightening, trade frictions and European political risks.
Conundrum for investors
Latest investment outlook
Tournament takes place in Russia
INDUSTRY VOICE: At first glance, Japan appears to be in a sweet spot. A combination of structural reforms, a stable political environment and consistently easy monetary policy has revitalized the country's economy since 2012. The country has also become...
Stronger yen will translate into larger current account surplus
PARTNER INSIGHT: Japanese equity valuations remain attractively valued relative to the rest of the world. As shareholder friendly reform gathers pace, where are the opportunities for active managers in Japan over 2018?
10-year Treasury yield passes 3%
While many investors feel they can time markets, we try to avoid making such macro calls and attempt to identify structurally-inefficient markets.
Dan Carter, manager of the Jupiter Japan Income fund, argues that while Japan will no doubt be affected by a possible US-China trade war, the factors that make Japan an investment opportunity are largely disconnected to the actions of Donald Trump and...
How to find value in Japan
We believe Japan is slowly emerging from its long period of deflation.
Focus on financials