Japan

Which companies are bridging the generation gap?

Beginning of trade wars could trigger a strong headwind

The Japanese equity market has seen net outflows in the past 12 months, with concerns over global growth and the trade war weighing on investor sentiment in the region.

US markets still not without dangers

Equity markets are being driven by the fact that bond yields have collapsed.

Maintaining overweight position to the region

Pockets of opportunity in Far East

Japanese stocks have more than doubled their returns since December 2012, on the back of Abenomics, but many investors are still not convinced of the sustainability of the rally.

Faced with ongoing uncertainty and volatility, global macroeconomic commentators are in two distinct camps: one that observes symptoms of recession and another that observes signs of a global recovery.

Which funds made the cut?