Macro matters: Tokyo story
Does the longer-term Japanese narrative remain attractive for investors following a recent period of bruising volatility?
Bank Of Japan
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Square Mile’s Fund Selector: Japan funds to watch
Square Mile’s Ajay Vaid checks out the top performers and compelling newcomers
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BlackRock: Japan has ‘room to rise’ in EMEA investing
Investments into to Japanese equity ETPs for 2024 are already half of 2023’s total
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(Another) new dawn in Japan?
With Japanese equities performing well over the past decade, managers argue it is unfair to suggest the country’s previous ‘new dawns’ didn’t play out
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Fixed income: Look before you leap
Should fixed income investors shun a ‘buy the market’ approach in favour of selective and targeted regional and credit selection?
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Fidelity’s Price: Japan’s overlooked potential
Nicholas Price argues that Japan equity valuations are still undemanding
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‘No longer in need of life support’: Industry reacts to Japan’s first rate hike in 17 years
Move seen as ‘extremely significant’ for global markets
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Weekly outlook: ECB, Bank of Japan monetary policy decisions and Netflix to report
Key events for UK wealth managers for the week starting 22 January
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Weekly outlook: Monetary policy decisions from the Fed, Bank of England and BoJ due
Key events for UK wealth managers for the week starting 30 October
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‘Not a time for major calls’: Six multi-asset managers explain their Q4 positioning
Six investors outline their thoughts on markets for the final quarter of the year and beyond
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Japanese trusts: Is it dangerous to believe ‘this time it is different’?
Japan has been more ‘Land of the False Dawn’ than ‘Land of the Rising Sun’ for investors over the past 30 years
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Central bank look ahead: Policy to diverge ahead of interest rate decisions by the Fed, BoE and BoJ
Commentators expecting the Bank of England to hike on Thursday