'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 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...
Many investors have already written the obituary for Abenomics, but this judgement is far too premature and narrow in its scope.
Stocks with innovative business models have done well
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.