pa analysis whoop de do reaction market drama
The business headlines last week were full of how volatile stock markets are as equities turned from black to red in a single trading day across the globe.
Japan
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Carney Europe can learn lessons
Mark Carney, incoming Bank of England governor has warned Europe is at risk of a Japanese-style 'lost decade' in his final statement as governor of the Bank of Canada.
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Fund managers hedge bets in Japanese equities
The number of Japan funds offering a hedged share class has increased over the past 12 months as managers attempt to shield investors from further yen devaluation.
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Structural reform essential to Japans recovery
Japan cannot rely solely on its depreciating currency to continue to fuel its fledgling recovery, with more emphasis needed on long-term structural reform, according to Jupiter's Japanese equities manager.
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BoJ lunatics have taken over the asylum
Japan's quantitative easing programme is a "disaster in the making" while its central bank has let the "lunatics take over the asylum" with a 2% inflation target, according to GLG's Stephen Harker.
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a view from the bond market
Chris Iggo, CIO, Fixed Income, AXA IM takes a look at the Japanese bond market, the impact of deflation and how the European market could, and maybe should, make moves to follow the far eastern example.
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continue to buy Japan id rather not
The economic stimuli unveiled by the Japanese government may be drawing in equity investors, but not everyone is keen to jump on the bandwagon before seeing if the policies actually work.
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boj shows real change of thinking Gibbs
The Policy Board of the Bank of Japan may have had a very encouraging first meeting under its new Governor though, as Nathan Gibbs argues, it is ongoing structural reform and government policy that will drive any sustainable economic improvement.
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McCay leaves Martin Currie
Jason McCay is leaving Martin Currie to set up his own business after almost 15 years at the firm.
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pa analysis japan question and answer
According to an analysis of where fund groups see various equity indices on a 12-month forward-looking basis, Japan right now is their favoured allocation but no, it is not different this time.
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dalton brings japanese investment team in-house
Dalton Strategic Partnership (DSP) has established a subsidiary company in Tokyo in order to bring its Japanese equity investment capability in house, poaching a team from Funnex Asset Management in the process.
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Yen powerful diversifier
Holding Japanese yen could still be a powerful portfolio diversification tool, despite its current depreciation, according to Mouhammed Choukeir, CIO of Kleinwort Benson.