Japan
Economics
Two key issues dominate the economic and investment landscape: concern that monetary policy may be at the end of the line and prospects for the US after November's presidential election, writes Daniel Murray, chief economist at EFG Asset Management.
04 November 2016
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3 min read
Asia
Japan was one of the most popular areas with UK investors in 2015, with some £1.2bn of flows into the IA Japan sector and more than £400m going into the IA Japanese Smaller Companies sector, as investors tried to hone in on those domestic companies benefitting...
30 October 2016
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4 min read
Asia
Many investors have already written the obituary for Abenomics, but this judgement is far too premature and narrow in its scope.
30 October 2016
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2 min read
Bonds
The events of July and August cemented rates in the UK at all-time lows. With the cheapest bond in the yield curve being the 30-year gilt (yielding 1.4%), there has been little respite for conservative allocation to fixed income markets.
21 October 2016
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2 min read
Asia
The Japanese stockmarket has been a major disappointment this year. The adoption of negative interest rate policy by the Bank of Japan in January was supposed to have led to further yen depreciation and sparked a recovering in corporate borrowings.
21 October 2016
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1 min read
Europe
Nearly four months have passed since the European referendum and we have read many refer to the current period as 'post-Brexit', writes James Sullivan, director and senior fund manager at Coram Asset Management.
19 October 2016
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4 min read
