Japan

Japanese stocks have lagged their global peers so far this year, as uncertainty over US-China trade frictions and the impact on the global economy have clouded the outlook for corporate earnings.

Awards lunch takes place Friday 18 October

New posts in London, Singapore and Hong Kong

Value 'no longer the outstanding investment story'

US 30-year Treasury plunges to record low

Effects of low-interest rate environment

In an environment where no region presents an obvious opportunity from a valuation perspective in 2019, Japan offers investors the best chance to at least get access to a major market at something of a discount.

Payments from listed companies hit $513.8bn in Q2

Part of the June equity market rally was driven by growing investor expectation of a July rate cut in the US, which we believe is overdone.

Picture the scene. Concerned about the strength of the US dollar, President Donald Trump meets with world leaders to seal a deal to further US interests.