With the US entering a new rate cycle and global growth still weak, industry experts at Investment Week's recent Funds To Watch event reveal how they think markets will perform in the coming 12 months, and where the key opportunities and risks lie.
As 2015 draws to a close, Japan watchers have grown increasingly concerned the country's reform programme, or Abenomics, is failing to kick-start the economy. Despite unprecedented amounts of monetary stimulus, GDP growth estimates for Japan have lagged...
Tokio Marine Asset Management examines how the Chinese economy and Japanese corporates are moving on to their next phases of development and looks at ways to exploit disparities between market perception and reality.
Tokio Marine Asset Management examines how an increasing number of upcoming IPOs, such as the one for Japan Post, the country's largest bank and insurer, may impact supply-demand dynamics in an already buoyant Japanese stock market.
Hiroyasu Sato, chief portfolio manager of the Tokio Marine Japanese Equity Focus Strategy, believes that the impact of the Abe administration/Bank of Japan's macro policy will lessen and now is the time to focus on attractive company fundamentals.