Morningstar CIO: The shining investment opportunities beyond technology
There are still plenty of undervalued equities to take advantage of despite soaring tech shares, writes Mike Coop
Japanese equities
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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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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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Premier Miton’s Mark Rimmer: Four funds to shine in 2024
The multi-manager team believes some asset classes are poised for a strong run next year
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‘Not a time for major calls’: Six multi-asset managers explain their Q4 positioning
Six investors outline their thoughts on markets for the final quarter of the year and beyond
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ARC: Wealth managers warming to equities but shun UK
While sentiment strongest on bonds, according to August investment manager survey
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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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Quilter trims US mega caps and ups fixed income exposure
Quarterly rebalance of its WealthSelect offering