Japan

UK

Investor sentiment drops to lowest level on record

Driven by negativity towards UK equities

clock 23 March 2016 • 2 min read

Equities

Odey's flagship fund falls 20% for second time in a year

Number of big bets go wrong

clock 21 March 2016 • 1 min read

Asia

Abenomics at a crossroads: Where next for Japan?

Company attitudes developing

clock 18 March 2016 • 2 min read

Equities

Mundy: Why a gold and silver allocation is my answer to investors' lack of confidence in central bankers

Investors have been complaining about the lack of volatility for some time now. Perhaps given the bumpy start to 2016, a few are feeling they should have been more careful what they wished for, writes Investec AM's Alastair Mundy.

clock 14 March 2016 • 3 min read

Asia

Japanese markets offering 'best opportunities since tech bubble burst'

Financials appealing to managers

clock 14 March 2016 • 4 min read

UK

Thesis AM cuts exposure to UK and Japan across range

Concerns about sterling

clock 14 March 2016 • 1 min read

Asia

The defensive stocks that offer an illusion of comfort

'Herd-like' focus on the short-term

clock 11 March 2016 • 2 min read

Industry Voice

Industry Voice: Japan's negative interest rate - Lost in Translation

clock 01 March 2016 • 4 min read

Asia

Total dividends paid by Japanese companies doubled since 2009

Looking at recent headlines, many investors may be discouraged from investing in Japan, but Richard Aston, manager of the CC Japan Income & Growth trust, says investors should look more closely at the wider fundmentals before making a decision about investing....

clock 29 February 2016 • 2 min read

Bonds

SocGen's Edwards rethinks 'Ice Age' government bond overweight

Yields fall into negative territory

clock 25 February 2016 • 2 min read
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