As ever, looking at Japan from a Bull/ Bear point of view proves to be a challenge.
Average market cap of $9bn
Up to 51% of dividends could be cut
Statement made in a filing to US SEC
Appointment is ‘a natural progression’
Disrupters, tech leaders and global-facing stocks
Second vehicle for manager
The past six months in European markets have been dominated by two factors: profit warnings in the more cyclical sectors and an aggressive derating of mid-cap growth stocks.
Mid-cap liquidity suffers most
Over the past year markets have paid more attention to reflationary policies in Asia than earnings improvements. As a result, companies that have been growing the fastest—sometimes irrespective of valuations—have performed the best.
Equity markets worldwide keep nudging record highs despite political anxieties - nuclear explosions in North Korea, Brexit implosions in Europe and Trump outbursts in the US.
MiFID II also a challenge
Concerned about Brexit and weaker pound
Helped by weaker sterling
Putting restaurants and retailers at risk
JPMorgan trusts leading the winners
For managers Service and Kerr
Julie Dean, fund manager at Sanditon Asset Management, takes a closer look at the performance of the banking sector in 2016.
Reduced exposure to London property market
Managers bullish on UK consumer
Filip Weintraub, manager of the recently launched Skagen Focus fund, has blamed the sell-off in global markets over the past few months for the portfolio's tough start.
Market expectations benign, says Wharrier
Old Mutual Global Investors (OMGI) is to alter the investment objective of Richard Watts' UK Mid Cap fund to allow the manager to hold more in mid-cap stocks sitting outside the FTSE 250.