Japan

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.

We believe the most exciting stockmarket opportunities today are in those places where a new generation of leaders is successfully transforming economies and companies in favour of investors.

US equity funds saw the highest outflow on record in February, according to data from The Investment Association (IA), while UK equity funds posted their largest outflow since 2008.

Corinna Arnold, managing director at RWC, says despite Shinzo Abe's numerous attempts to kick-start Japan's ailing economy in 2014, progress is likely to be patchy at best

After a recent trip to Japan, Jupiter's Simon Somerville, manager of the Japan Income fund, considers the outlook for corporate profitability, and how the country has changed four years on from the Tohoku earthquake and tsunami.

Reform agenda

Further yen weakness has helped Japan's Nikkei 225 index pass the 19,000 mark for the first time since 2000.

How far would yen have to fall?