Simon Somerville talks to Dan Jones about the latest leg up for Japan's equity market, how tourism has become a powerful new theme for investors in the country, and how to gauge Abenomics' success
Fund managers give their views on the key issues impacting global asset classes and outline how they are positioning portfolios.
M&G is bringing its top quartile Japan funds in-house, changing manager on its Smaller Companies portfolio, and adding a co-manager to its European Smaller Companies fund.
Fund managers give their views on the key issues impacting global asset classes and outline how they are positioning portfolios.
John MacDougall, manager of the Baillie Gifford Shin Nippon fund, explains how Japan's old corporate structure is being replaced with a new era of entrepreneurialism and high-growth focused start-ups
Ruffer's Hamish Baillie and Steve Russell have said Chinese equity markets could soar further as the Hong Kong-Shanghai Stock Connect continues to boost sentiment and trading volumes.
Fund managers give their views on the key issues impacting global asset classes and outline how they are positioning portfolios.
Election fever, US house prices and reviving Indian industry
Columbia Threadneedle's Sarah Williams argues the real value in Japan may now lie in stocks which are off the beaten track.