Are snap elections a game changer for Japanese equities?
Japanese equity fund managers are backing small and mid cap companies in the tech space as well as ‘online disrupters’ ahead of the snap election to be held in October.
Japanese equity fund managers are backing small and mid cap companies in the tech space as well as ‘online disrupters’ ahead of the snap election to be held in October.
After years in the doldrums Japan’s popularity has surged this year, but those taking a passive approach could be missing out on big gains.
Gold, Japanese and emerging markets funds enjoyed a strong August, while absolute return funds had a month to forget, as did Neil Woodford.
It has been 20 years since the Asian financial crisis and the memory of the crash lingers on. However, could a more open mind lead to unexpected returns?
Lincoln Private Investment Office’s CIO Fred Hervey is anxious about a comeback for the US dollar and a potential market sell-off, but he says the group is sticking by its EM conviction because of its “margin of safety” from good valuations.
Net inflows into Japanese equity funds by European investors have picked up recently, as the current macro environment looks conducive to Japanese equities. Asset managers are also jumping on board with the asset class, but why?
In addition to slashing their underweights in the US to a nine-year low, BofA Merrill Lynch’s latest Fund Manager Survey showed that global fund managers are increasingly regaining their appetite for Japan.
Polar Capital continued to feel the sting of outflows from four of its major strategies, resulting in its third consecutive year of net negative flows.
Cerno Capital is eyeing up opportunities in India and Japan, and is not willing to give up on the infrastructure trade despite president Trump’s inaction.
There are hidden, small-cap gems worth digging for in Europe, Japan and even the UK, according to Investment Quorum CIO Peter Lowman.
Baillie Gifford’s £1.5bn Monks Investment Trust is launching a tiered charging structure to pass on economies of scale gained from its large size back to its investors.
BlackRock has launched an ethical equity fund with exposure to Japan.