Waiting game for Japanese small caps
Japan’s smaller companies could undergo a surge similar to that of its large-cap peers in recent years, but a weak yen is holding the overdue rally at bay
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Japanese equities
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Chikara: It’s time to re-visit ‘undervalued and overlooked’ Japanese small caps
Small caps lagged in the Japan rally, but now offer some of the highest re-rate potential, writes Theo Wyld
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Track to the Future – with Lazard Asset Management’s Tony Maddock
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months
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The undervalued markets where managers are diversifying away from the US
Share prices in the US have reached dizzying heights, making cheaper equity markets more attractive
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Japanese small caps: Too many cooks
Japan has twice as many listed companies as the world’s largest equity market, and the Tokyo Stock Exchange is determined to cull the dead wood
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Chikara Investments hires Ruffer analyst for Japan team
Theo Wyld previously co-managed the Ruffer Japanese fund
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Janus Henderson launches first European-listed active ETF
Janus Henderson Tabula Japan High Conviction Equity UCITS ETF will be available to all major European markets
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Morningstar: Why Japan is encouraging M&A activity
Deal-making in Japan will create a far more dynamic market for the years to come, writes Daniel Haydon
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Macro matters: Tokyo story
Does the longer-term Japanese narrative remain attractive for investors following a recent period of bruising volatility?
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AVI hires new head of Japan from Redwheel
Nicola Takada Wood will drive the AVI Japan Opportunity trust and newly-launched Japanese Special Situations fund
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Hidden gems: Six below-radar funds in the Japan sector
Spotlight on the small funds that are flying above market returns but below investors’ radars
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Man Group’s Emily Badger: What positive interest rates means for Japan financials
Co-manager of the £2.3bn Man GLG Japan Core Alpha fund discusses the impact of the end of negative interest rates