Fed expected to hike next month
For manager Richard Aston
'Fear and greed' are two powerful drivers of stock markets, if the old Wall Street adage is to be believed. But how relevant is this saying in today's sophisticated financial world?
Expanded to offer sterling, Swiss franc and euro exposure
CEO thinks active management needs promoting
Tokio Marine Asset Management examines how the Chinese economy and Japanese corporates are moving on to their next phases of development and looks at ways to exploit disparities between market perception and reality.
Tokio Marine Asset Management analyses the structural reasons as to why corporate governance matters so much for Japanese corporates and looks beyond booming dividends and share buybacks for new investment ideas.
Kenichi Amaki, portfolio manager at Matthews Asia, argues investors focusing on Abenomics and GDP growth are missing the 'bigger picture' of Japan capitalising on demand from within Asia.