The undervalued markets where managers are diversifying away from the US
Share prices in the US have reached dizzying heights, making cheaper equity markets more attractive
Japan
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Square Mile’s Fund Selector: IA Asia Pacific ex Japan funds to watch
Amaya Assan, head of fund origination at Square Mile Investment Consulting and Research, checks out the top performers and compelling newcomers
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Japanese small caps: Too many cooks
Japan has twice as many listed companies as the world’s largest equity market, and the Tokyo Stock Exchange is determined to cull the dead wood
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Investment trusts: Growth story in Japan
The cyclical leaders that dominate Japan’s equity market and drove its recent rally could recede as growth stocks take centre stage once more
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Nedgroup’s Roberts: Bond investors should avoid China and Japan
Bond holders should brace themselves for a rocky ride as two of the largest issuers face challenges
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Japan election uncertainty prompts carry trade concerns
Prime minister Shigeru Ishiba’s coalition lost its majority in snap election
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Morningstar: Why Japan is encouraging M&A activity
Deal-making in Japan will create a far more dynamic market for the years to come, writes Daniel Haydon
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Macro matters: Tokyo story
Does the longer-term Japanese narrative remain attractive for investors following a recent period of bruising volatility?
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AVI hires new head of Japan from Redwheel
Nicola Takada Wood will drive the AVI Japan Opportunity trust and newly-launched Japanese Special Situations fund
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Hidden gems: Six below-radar funds in the Japan sector
Spotlight on the small funds that are flying above market returns but below investors’ radars
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Man Group’s Emily Badger: What positive interest rates means for Japan financials
Co-manager of the £2.3bn Man GLG Japan Core Alpha fund discusses the impact of the end of negative interest rates
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JPMorgan to merge beleaguered Japan trusts
They will combine into a £1bn trust on the FTSE 250 managed by Nicholas Weindling and Miyako Urabe