ARC: CIO sentiment to risk assets turns positive
Survey of 100 CIOs finds Japan, healthcare and gold received the most positive sentiment shift
Japan
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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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Are we close to a crowded trade ‘tipping point’?
Investors have shown no signs of breaking their broader entanglement with the Magnificent Seven
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Stockmarket reform ‘key’ to further gains as Nikkei hits all-time high
Zennor, T Rowe Price and Quilter react to the Japanese index surpassing its previous highest level set in 1989
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Zennor AM founder and CIO: Eight reasons why it’s not too late to invest in Japan
UK investors have shunned Japan for many years – but the latest IA figures show it was the third best-selling sector
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Columbia Threadneedle Fund Watch: 39 funds achieve top-quartile gains over three years
33 more top-performing funds than in Q4 2022
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Opportunities for global investors: Beyond mega-cap tech stocks
While most global investors are struggling to look past mega-cap tech stocks, there is growing consensus more exciting sectors on more compelling valuations can be found
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IA: Investors withdraw £137m in October, steadying from September’s £1.5bn
Short term money market brings in £650m while UK all companies loses £939m
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AVI introduces two UCITS funds to mirror global and Japan trusts
Funds will be overseen by Joe Bauernfreund
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Friends with benefits: How Japan’s industries are ideally placed to benefit from ‘friend-shoring’ trend
Semiconductor and automation sectores to gain from global supply chain relocation, according to macro commentators
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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