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
Japanese equities
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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
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Value in Japan? Where investors can still find mispriced opportunities
Fund managers discuss where they are finding the most attractively-valued stocks
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Japan: Will it be different this time?
Axa IM’s Temperley and Premier Miton’s Greenwood on whether investors should be paying more attention to the region
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JP Morgan Japanese IT has ‘begun to recover’ after bruising 2022
Multiple portfolio changes in six months to 31 March
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Zennor AM launches Japanese equity income fund
The new offering will be managed by James Salter and David Mitchinson
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Ten reasons to reconsider investing in Japan
Post-pandemic it is possible to make a good argument that bearishness is overdone
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Banking turmoil may not shake Japanese equities, but bears are still plentiful
Economy boosted as pandemic fear eases