SJP unveils Japan fund; sees 42% surge in inflows
St James’s Place confirmed it is preparing to launch two funds this November, as it reported net inflows totalled more than £2bn in the third quarter.
Japan
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PA ANALYSIS: What Abe’s victory means for Japanese equities
While never in doubt, the strength of victory of Prime Minister Shinzo Abe’s ruling party in Sunday’s snap lower house election exceeded expectations, with the Liberal Democratic Party (LDP) securing more than half the number of lower house seats.
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Why investors should be mindful of a big Abe win in Japan
All eyes will be on Japan this weekend as the country heads to the polls, with the incumbent Shinzo Abe looking set to win a fourth term as prime minister. However, a large victory may not be in the country’s best interest, managers warn.
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Lowcock: Why Abenomics will continue to benefit Japan
With Shinzo Abe’s recent announcement of a snap election, Adrian Lowcock, investment director at Architas, assesses the case for investing in Japan.
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AllianzGI announces top brass reshuffle as McKay retires
Allianz Global Investors announced several new appointments as it confirmed current co-head George McKay will retire in 2018.
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Pictet ups exposure to Europe and Japan
Pictet Asset Management has increased its weightings to the eurozone and Japan, while at a sector level it has raised exposure to financial and energy companies.
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Why Japan gets a ‘big fat F’
Value opportunities in Japan are few and far between for investors according to Harris Associates’ David Herro, manager of the $29bn Oakmark International Fund.
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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.
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PA ANALYSIS: The dangers of tracking Japan
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.
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August’s good, bad and the ugly fund performers
Gold, Japanese and emerging markets funds enjoyed a strong August, while absolute return funds had a month to forget, as did Neil Woodford.
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PA ANALYSIS: Have fund selectors embraced post-crisis Asia?
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?
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Lincoln PIO upping cash while touting EM
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.