Japan

High-conviction/low-turnover proposition

Sluggish growth and weak domestic spending

At the end of October, the Tokyo Stock Exchange and Nikkei announced they are to launch a new index - the JPX-Nikkei Mid and Small Cap Index - in early 2017.

Corporates have the 'firepower' to increase dividends

Fed rate hike would strengthen dollar vs the yen

'Shock Trump victory would lead to discounts widening'

Japanese equities have earned themselves a reputation over the years as the market everyone loves to hate, writes Trevor Greetham, head of multi-asset, at Royal London Asset Management.

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.

Japan also strong performer