Japan

CIO of Japanese Government Pension Investment Fund

The old saying "markets like to climb a wall of worry" proved spot on in 2017, writes Russ Mould, investment director at AJ Bell.

Review of Shinzo Abe's prized policy

It can pay to be out of fashion. An investment in out of favour stocks can be emotionally hard and requires patience, but is usually the most rewarding. The allure of the latest market theme may appear to gratify a range of our emotions associated with...

Recent improvement in the Japanese economy - recording a sixth consecutive quarter of growth in Q2 2017 - has again raised hopes that, together with an improving global economy and Bank of Japan stimulus, this could be the catalyst for the long-awaited...

From Japanese equities to corporate bonds

Look at the data and it is clear that the Japanese economy is showing signs of healthy growth in Q3 of annualised 1.4% in real terms.

After a torrid 15 years of deflation, it is time to forget about 'the lost decade' in Japan.

Prime Minister Shinzo Abe won his election comfortably, as many in the market hoped and expected.

This year has been characterized by very large swings in market sentiment for Japan equities. Increasing market volatility has coincided with shorter term news flow linked to the "comforts" and "concerns" for the global cycle.