Macro matters: Is IA Latin America in terminal decline?
The sector could face closure just four years after it was launched as the number of funds dwindles
Japan
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Beneath the bonnet: The case for Japanese sustainability, Prada and Chipotle
Three fund managers on stocks they are excited about right now
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Chikara: It’s time to re-visit ‘undervalued and overlooked’ Japanese small caps
Small caps lagged in the Japan rally, but now offer some of the highest re-rate potential, writes Theo Wyld
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Beneath the bonnet: The case for Shell, Nubank, Grab and luxury goods
Three fund managers on stocks they are excited about right now
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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
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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?