Japan

Global

How to invest in a market 'driven by expectation'

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.

clock 31 July 2019 • 2 min read

Asia

Why writing off Japanese equities is 'unwise'

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.

clock 30 July 2019 • 2 min read

Investment

Postcard from Japan: Creative solutions to the low-growth environment

Headlines 'don't reflect the whole story'

clock 22 July 2019 • 3 min read

Global

Warning signs: Six charts signalling a global slowdown

Red flags

clock 17 July 2019 • 1 min read

Equities

Investors' 'unique window of opportunity' in Japanese equities

Governance reforms set to yield positive long-term returns

clock 12 July 2019 • 4 min read

Funds

Revealed: Winners of the 2019 Fund Manager of the Year Awards

Which funds stole the show?

clock 28 June 2019 • 3 min read

Asia

The innovative companies diffusing Japan's demographic time bomb

Which companies are bridging the generation gap?

clock 26 June 2019 • 4 min read

Emerging markets

Money losing investments - guaranteed!

Beginning of trade wars could trigger a strong headwind

clock 19 June 2019 • 3 min read

Asia

Japanese equity market faces collateral damage in US-China trade war

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.

clock 14 June 2019 • 2 min read

Wealth managers

Investment Conundrums: Hermes IM's Murray on why emerging market assets will fare best in a 'nasty' recession

US markets still not without dangers

clock 13 June 2019 • 5 min read
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