Scott McGlashan, manager of the £685m JOHCM Japan fund, questions why cyclical stocks have stood on the edge of the dance floor while 'dull' bond proxies are strutting their stuff.
Are Japanese stocks in bubble territory?
Improving corporate governance adds to appeal
Gold suffered largest drop in sentiment
Strategists, asset allocators and fund managers reveal their best ideas for the months ahead as the second half of the year begins in earnest.
Pictet Asset Management has upgraded its European exposure to a full overweight, following the resolution of a Greek bailout deal and positive expectations for future earnings.
The IA Japan sector is home to the most consistent fund performers over the past three years, according to the latest research by F&C's multi-manager team.