Japan
Investment
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.
17 March 2015
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3 min read
Asia
Further yen weakness has helped Japan's Nikkei 225 index pass the 19,000 mark for the first time since 2000.
13 March 2015
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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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2 min read
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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