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
Japanese equities
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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
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Harrington Cooper and Nissay AM launch Japanese value UCITS fund
Concentrated portfolio with a mid-cap focus
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SJP makes raft of management changes to funds in new ‘global’ approach
Changes signal a more global, multi-manager approach
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Square Mile CIO: Blunt tool of rate hikes will cause corporate casualties
Harries said the ‘fairly blunt tool’ of base rate rises is to blame
