Asian stocks have been largely ignored this year as investors take stock of positions and eye potential shifts in policy from central banks, but multi-managers are now upping their exposure amid a strong rally.
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What are the biggest challenges the senior executives of investment management firms are currently concerned about? Hardeep Tawakley asked three: Hermes' Saker Nusseibeh (left), OMGI's Julian Ide (centre) and Rathbones' Julian Chillingworth for their view from the top
Japan's benchmark Topix index has closed at its highest level since 2008 as a stronger US dollar sends the yen on a downwards path once again.
The bears are "sharpening their knives" for Japan despite encouraging signs in the longer term, the managers of the Ruffer investment trust have warned.
Markets across the globe were mixed overnight as investors reacted to a series of stimulus measures introduced in Europe to stave off the downturn.
Shorting the Japanese yen while going long equities was a consensus trade last year. The pair have decoupled, but can the trade work again? Tilney Bestinvest's Sophie Muller investigates.