FTAdviser latest:Baillie Gifford trust looks to growth plays

Story by: James Smith, Investment Adviser

Subdued share price reaction to improving Japanese news has allowed the small-cap focused Shin Nippon trust to add several positions at depressed valuation levels.

  • Time published: 00:01
  • Date published: 15.03.2010
  • Published in: Investments

JOHCM remains positive on Japanese recovery

Japan's late entrance into the quantitative easing foray sees it well positioned for further recovery in 2010, says Scott McGlashan of JO Hambro Capital Management (JOHCM).

  • Date published: 15.03.2010

Neptune negative on domestic Japan stocks

Neptune Investment Management has delivered a gloomy verdict on swathes of the Japanese market, despite short-term interest from managers, following a trip to the region.

  • Date published: 15.03.2010

F&C investment trust ditches Goldman Sachs as Japan manager

Foreign & Colonial investment trust has ditched Goldman Sachs Asset Management as the manager of its Japanese portfolio after five years, to bring management in-house.

  • Date published: 11.03.2010

Fund managers line up to defend 'strong' Japan

Fund managers have spoken out in defence of Japan, saying investors are still unfairly viewing it as a chronic underperformer.

  • Date published: 08.03.2010

GLG's Harker says Japan unfairly labelled underachiever

Fund managers have spoken out for Japan, saying investors are still unfairly viewing it as a chronic underperformer.

  • Date published: 02.03.2010

Stewart makes cyclical bets in Japanese vehicle

Gartmore's John Stewart has been re-entering cyclical areas such as technology and banks since making his Japanese absolute return hedge strategy available to retail investors in January.

  • Date published: 01.03.2010

Japan can show bright side

Japanese equities are finally trading at average global levels after two decades of derating, offering attractive upside, according to Nomura portfolio manager Yasuhiro Mimbuta.

  • Date published: 01.03.2010

Invesco Perpetual Japanese fund added to Wealth 150

Paul Chesson's Invesco Perpetual Japan fund has been added to the Hargreaves Lansdown Wealth 150 buy list, as opportunities for growth in the market begin to appear.

  • Date published: 23.02.2010

Threadneedle expands Asia team

Threadneedle has begun to expand its Asian operation by moving William Lowndes, head of Asian distribution, to Hong Kong and hiring of Jon Allen as deputy head of Asian distribution, based in Singapore.

  • Date published: 22.02.2010

Supplements

Hunt for income: Time to embark on an Asian odyssey

Recent research conducted by Capita Registrars claiming that UK companies cut their dividend payments by £10bn in 2009 made especially grim reading for those invested in the UK Equity Income sector, and indeed anyone with a company pension linked to the performance of the FTSE All-Share.

  • Time published: 00:01
  • Date published: 15.03.2010

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Comments

Get ready to rumble

A little battle is going on between two of the biggest life offices in the country.

  • Time published: 00:01
  • Date published: 11.03.2010

Features

Special report: Can Japan turn over a new leaf?

Many investors now seem resigned to the disappointment of investing in Japan.

  • Time published: 00:01
  • Date published: 22.02.2010

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