Story by: Emma Ann Hughes & Catherine Couch, Financial Adviser
Loose monetary policy and aggressive fiscal policy have ensured Asian economic growth will be greater than initially expected, according to Threadneedle.
Lesley Kaye, investment director for Japan funds, says country to benefit as investors seek returns from the developed world technology plays.
Signs of economic recovery are appearing, says fund manager
Jupiter Asset Management is launching a Japan Select Sicav sub-fund, giving investors a more diversified version of its existing strategy in the region as other managers close their Japanese equity desks.
Asset manager aims to provide investors with more diversification in the region
Polar Capital has announced new currency hedging and fee rates on its Japan fund as part of a move to overhaul the portfolio's share classes.
Neiloy Ghosh, former manager of Newton Investment Management's £6m Japan fund, has left the company.
Polar Capital has announced new currency hedging and fee rates on its Japan fund as part of a move to overhaul the portfolio's share classes.
Signs of economic recovery are proliferating, with global equity markets returning to a semblance of health. But as markets improve around the world, not all boats are rising with the tide.
Fund manager Stephen Harker has reduced the GLG Japan CoreAlpha fund's large overweight position in technology, redeploying assets into defensive stocks.
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They say travel broadens the mind, "but you must have the mind," according to English writer GK Chesterton. It seems an appropriate aphorism for my recent research trip to Japan and the need to be alert to that country's investment opportunities.
In spite of facing major economic challenges in the past two decades, there is reason for optimism regarding Japan's economy: the country has learned from the past
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