Japan

Ian Pizer reveals his key trades for the new year

Japan sees biggest one-month jump in sentiment

'Focus on growth, not value'

The Japanese stockmarket had been sluggish and trading-orientated in the wake of the yen's recent appreciation, partly reflecting renewed jitters over the Trump risk when it came to the US presidential election, writes Hideo Shiozumi, manager of the Legg...

US small caps to benefit from Trump victory

What a funny old year it has been - and there are still a few weeks to go!

Kenichi Amaki, Portfolio Manager, Matthews Asia

Japan has been struggling with next to no growth and fighting deflation for more than 20 years, leading to huge monetary and fiscal stimulus and structural reforms, from the 'three arrows' of Abenomics to the central bank's purchase of enormous swathes...

Michael Clark, manager of the £1.1bn Fidelity MoneyBuilder Dividend fund, is forecasting UK dividends will increase by 10% in 2017.

From tackling 'Trump-enomics' and a rise in inflation, to ditching bond proxies and anticipating further political uncertainty, managers from Investment Week's November Funds to Watch conference share their views on how they are adjusting their strategies...