Japan
Investment
Wealth managers are reducing their exposure to hedged share classes in their Japanese fund holdings, in the belief that further yen depreciation now looks less likely.
09 March 2015
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2 min read
Asia
There are plenty of mispriced contrarian investment ideas in Japan, writes Eastspring Investments' Dean Cashman.
27 February 2015
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2 min read
Investment
Jupiter's Stephen Mitchell has taken over management of Simon Somerville's Global Managed fund and plans to overhaul the portfolio.
27 February 2015
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Equities
Ian Aylward has cut Aviva Investors' multi-manager exposure to US equities to an underweight position for the first time since 2011, fearing the stocks are deeply over valued.
19 February 2015
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Asia
Japan came out of a recession last year after two consecutive quarters of negative growth.
16 February 2015
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Currencies
The managers of the Ruffer investment company have slashed their exposure to the US dollar on fears it is no longer fit to act as a hedge, and have moved into the Japanese yen instead.
13 February 2015
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Investment
It takes a disciplined investor to put capital into small-cap companies they may never have heard of. Alex Dryden, global market strategist at J.P. Morgan Asset Management, looks at how small-cap stocks compare on a global scale
04 February 2015
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4 min read
Economics
Germany's 10-year government bond yield slipped below Japan's for the first time on record today.
03 February 2015
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