The second coming of Japanese equities
Nikkei 225 has risen more than 140% since Abe took office
Author: Jassmyn Goh
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Illiquid asset classes surge in popularity
Private equity, infrastructure and private debt appeal amid volatile markets
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US mid-terms could spark infrastructure spend
A better balance of power could lead to a stable infrastructure plan
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‘Difficult road ahead’ for absolute return as investors dump funds
Outflows hit £6.2bn in September following Gam saga and volatility spike
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Fund selectors in the dark on ESG criteria
Rating agencies at odds with UN body over ESG definition
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Value can still be found in frontier market equities
Frontier equities have posted mediocre returns and fund selectors are reducing their allocations – but a few retain faith
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Active manager success rate worse than passive peers
Passive funds will survive and generate a return in excess of their average active peers
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ESG investors side with equities over bonds
But bond managers argue the approach is integral to identifying downside risks
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ESG investing needs an intelligence boost
Reducing the carbon footprint in a portfolio via ESG screening alone is a box ticking exercise
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Emerging market managers reject selector pessimism
Only 26% of European fund selectors looking to buy GEM equity funds
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Franklin Templeton launches multi-factor ETF
The smart beta Ucits will track the LibertyQ Europe Equity Index
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US tracker hype fades despite outperformance
Cheapest US equity funds have produced better returns compared to pricier active peers