Japan

Martin Currie is to cut down the size of its UK-domiciled Japan fund range, merging John Millar's Japan fund into the group's Japan Alpha offering, Investment Week can reveal.

The Ruffer investment trust's protective assets have "earned their keep" so far this year, countering losses from its position in Japanese equities, the managers have said.

Japanese equity markets have seen double-digit falls since the start of the year as investors panic over global growth and problems in emerging markets, but which funds have suffered the most?

Neptune's Chris Taylor has predicted ten-fold growth in the Japanese market in the coming years, as the government is forced to push through reforms to avoid bankruptcy by 2020.

Jupiter CIO John Chatfeild-Roberts has said he will seek to invest more of his £9bn Merlin multi-manager range in funds with overseas assets if sterling maintains its upwards trend.

Ian Porter, head of wealth management at Sanlam Private Investments, talks to Ruth Gillbe about the group's aspirations, asset allocation, and key investment themes.

BNY Mellon Global Fund has launched two new Japanese equity funds for its recently-hired Japanese equities team.

CONVERTIBLE SECURITIES

Japan's Nikkei has dropped another 2.5% overnight as equity markets move further into the red following a fresh tapering announcement from the US Federal Reserve.

Investors are better off looking away from the US for their developed market equity exposure, Cazenove Capital multi-manager Marcus Brookes has argued.