Japan

Dalton Strategic Partnership's Luca Vaiani has been forced to increase cash to over 30% in his multi-asset fund as most assets in the portfolio posted negative returns in June.

Steve Russell, investment director and manager of the £2.9bn CF Ruffer Total Return fund, tells Ruth Gillbe why he has been 'desperately' selling stocks and why all conventional bonds are 'poisonous'.

What is it with animal similes and investors? Bulls, bears and now feral hogs, soon to be followed no doubt by lemmings and gold-plated cliff edges.

Emerging markets face a tough summer but this could lead to an entry point for investors at the end of Q3, said Jupiter's Kathryn Langridge.

ASIA

Threadneedle is to close its £12m Japanese Smaller Companies fund due to its uneconomical size and "limited demand" for the strategy.

A tumultuous June may have taken the edge off many of the sizeable gains made by funds in the first half of 2013, but it was not enough to derail performance completely.

Japan has always been a tricky subject for a self-confessed contrarian. It is a prime example of the columnist's conundrum, a poorly diagnosed but utterly chronic condition whereby newspaper columnists, CIOs and cross asset class strategists feel the...

Japan's decision to stimulate its economy much later than other developed nations has left it positioned to be the best performing stock market, according to Ruffer's Steve Russell.

JAPAN