Japan

Fund managers give their views on the key issues impacting global asset classes and outline how they are positioning portfolios.

Heavily indebted Japan is relying on its largest corporations to boost earnings and lift the country into a recovery phase, according to Neptune's Chris Taylor.

Abenomics in Japan has been a roaring success, and should not be seen as just a quick fix 'sugar high' for markets, according to Neptune's CEO Robin Geffen and chief economist James Dowey.

Polar Capital has seen a drop in assets under management following significant outflows from its range of Japan funds.

Prime Minister Shinzo Abe recently announced changes to strip one of Japan's most powerful lobby group - which controls the country's agricultural sector - of certain exclusive powers. What changes are on the horizon to liberalize the country's farming...

Economists have been emphasising the need for eurozone economies to start behaving more like those of the UK and US, but in reality the region is becoming more correlated with Japan than ever before, explains Chris Bailey, European strategist at Raymond...

There are two other factors, aside from wage growth, that could support growth in Japan, says Michael Stanes, investment director at Heartwood Investment Management

Hermes' Geir Lorde has said he is building his exposure to energy as valuations in the out-of-favour area are looking increasingly attractive.

Neptune Investment Management is set to launch a second Japanese equity fund, allowing discretionary investors access to manager Chris Taylor without a portfolio-wide currency hedge.