Japan is attempting to resurrect its economy, and bringing with it more tourists and eagerly awaited corporate governance reform, says Genzo Kimura, economist at SuMi TRUST
Peter Fitzgerald, head of multi-asset at Aviva Investors, analyses the growth prospects for developed and emerging markets and the impact of future central bank actions.
Pre-tax profits at Polar Capital have dipped 5% after outflows from its Japanese strategies saw the fund house's AUM take a £625m hit.
Why investors shouldn't dismiss whole asset classes
Chris Taylor, investment director and head of research, Neptune Investments
Hiroyasu Sato, chief portfolio manager of the Tokio Marine Japanese Equity Focus Strategy, believes that the impact of the Abe administration/Bank of Japan's macro policy will lessen and now is the time to focus on attractive company fundamentals.
David Coombs, head of multi-asset investments at Rathbone Unit Trust Management, says the hunt for alpha must turn to alternatives as the beta run draws to a close