Japan

Active fixed income falls behind

Polls and politics mean no respite for investors

Canada and Japan-domiciled assets among top stars

Latest figures from IA

To track FTSE Emerging ESG Low Carbon Emissions Select index

Areas for improvement

Uk dividends tumbled 54%

W- or U-shaped recovery predicted

'Impressive stock picking'

Our current view on Japan comprises three main bearish elements, and three bullish ones. We will turn first to the bearish considerations.