Japan

Pioneer Investments' head of European fixed income, Tanguy Le Saout, has identified four key fixed income themes for investors to watch in 2014.

A year hyped as the start of a great rotation from bonds into equities actually saw more of a trickle out of fixed income, but it was not plain sailing for bond funds.

COMMENT

Neptune CEO Robin Geffen is buying into the Japanese recovery led by Shinzo Abe, dismissing comparisons to earlier efforts to revitalise the country.

Alexander Friedman, global CIO at UBS Wealth Management, sees Japan as ‘more of a risk' to investors than China in the coming year.

After Shinzo Abe took power late last year, Japan has been 2013's undisputed success story.

Mainstream emerging markets may have remained thoroughly out of favour this year, with developed nations driving global equity returns, but surprises can still be found in the top ten markets of 2013.

Japan's Nikkei fell for a second day overnight, while indices around the world also moved lower, as investors pull money out of the market on fears of imminent tapering by the US Fed.

City Financial has unveiled a Japan fund for manager Peter Nicholas and re-shuffled its Asian equities desk as it continues to expand.

Japanese equity markets have soared in the last year, outpacing gains seen across other stock exchanges after a huge QE programme introduced by returning Prime Minister Shinzo Abe, but can the market keep climbing from here?