Short-sighted investors need to stop dwelling on Japan’s past
Investors who cannot see the positive long-term prospects for Japan are being too short-sighted, according to industry experts.
Japan
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Parmenion doubles up on Japan, raises EM
Parmenion has further decreased its allocation to the US, as recent dollar strength and high valuations outweigh solid economic fundamentals.
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Sumi Trust launches JPX-Nikkei 400 focused fund
Sumitomo Mitsui Trust Group has launched the Japan Quality Growth Fund, in response to ‘overwhelming investor appetite’ for the JPX-Nikkei 400 index.
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European ETFs see lowest monthly inflows in 2015
Inflows into the European exchange-traded fund space hit their lowest ebb for six months in May, according to a BlackRock report.
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Policy-addicted markets braced for first wave of tightening
Global markets are being driven by an addiction to central bank policy rather than economic fundamentals, says Barings’ Marino Valensie.
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M&G equities funds undergo personnel shifts
M&G Investments has significantly altered the personnel running its equities offerings.
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Strong dollar drives largest global dividends drop for five years
Global dividends fell the most in five years year-on-year in the three months to 31 March, according to research by Henderson Global Investors.
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Asian consumer appetites will feed back to japan
Rising incomes within the middle class and increasing consumer appetites across Asia will feed back to investors in the Japanese equity market, says Matthews Asia’s Kenichi Amaki.
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Don’t be discouraged by us slowdown – Richard Philbin
Disappointment over the slowdown in US first quarter GDP growth should not discourage equity investors, says Harwood Capital’s Richard Philbin, but they should tread a little more carefully.
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‘levi’s market’ set for policy convergence – rathbones
Policy divergence will reach a breaking point and either drag the US and UK back into quantitative easing or trigger widespread reflation, says Rathbones’ Bryn Jones.
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Fund launches put spotlight on asia and japan
Asia and Japan continue to feature prominently on investor radar as two firms unveil funds targeting the regions.
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PA ANALYSIS: Lift-off in Japan or false dawn?
With the Nikkei 225 breaking through the 20,000 point level yesterday and Japanese stocks broadly having put on around 15% this year, many investors will be trying to ascertain whether that is as good as it gets or a sign of things to come.