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
Japan
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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
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Will China’s weakness derail global growth?
Bad news for China doesn’t have to be bad news for Asia overall
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Postcard from Japan: Stepping away from Tokyo to capture entrepreneurial spirit
Japan could be emerging from its post-bubble torpor, according to Zennor AM’s David Mitchinson
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Undervalued Forgotten Opportunities: Three UFOs for asset allocators
MGIM’s Matt Connor discusses unloved opportunities in the UK, Japan and among Asian small caps
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SuMi Trust’s Suzuki: Using Japanese stocks to capture India’s growth
SuMi Trust’s Tatsuya Suzuki discusses how investors can overcome barriers to entry to capitalise on India’s growth
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A tsunami of yen: Could a Japanese policy shift spark a global bond sell-off?
Cardano’s Corné van Zeijl and David Goldberg discuss the global impact of rising inflation in Japan
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Coupland Cardiff rebrands to Chikara Investments
Following retirement of founders Richard Cardiff and Angus Coupland last year
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SJP makes raft of management changes to funds in new ‘global’ approach
Changes signal a more global, multi-manager approach