Our current view on Japan comprises three main bearish elements, and three bullish ones. We will turn first to the bearish considerations.
Two Luxembourg-domiciled UCITS funds
The real estate benefits of ultra-loose monetary policy
As investors start to take on more risk we ask managers for their strategies in this environment.
A major earthquake in Japan has rocked markets, which were already fragile yesterday as the FTSE 100 hit a five-week low.
The Japanese market has benefited from the improvement in investor confidence we have seen in recent months, although the weakness of the yen this year has been a negative for sterling-based investors (a reversal of the picture in 2008).