NZS co-founders formerly of Janus Henderson
Cracks beginning to show 'on several fronts'
Six managers give their views
Japanese equities have been sensitive to weaker global industrial demand over the past 12 months, but we expect the earnings impact from the ongoing slowdown to bottom out by the end of this fiscal year.
The auto sector and credit markets have long had a love-hate relationship.
North American equity markets have rewarded investors in 2019 and are at or near all-time highs.
Managers on steering the firm in a new direction