Fund managers are sticking by Japan despite a weak start to 2014 and the market correction at the start of February.
Emerging markets had a tough 2013 and events of the last week have seen them sell off even more. But should investors be cautious about being underweight emerging markets right now?
Asset allocators are continuing to add risk to their portfolios even as concerns grow that the stockmarkets are looking expensive, the latest Bank of America Merrill Lynch Fund Manager Survey shows.
HL’s research and fund management teams have highlighted nine funds they find interesting for their own portfolios.
Advisers look to contrarian commodities and value plays as equities look fully valued overall and bonds continue to appear expensive.
Wealth manager Brewin Dolphin is tipping a year of “perfect calm” for 2014 and has highlighted six funds for investors looking to put more risk in their portfolios.
With 2013 almost over, many investors will have their eyes on where to allocate money in 2014 following the strong bull that dominated this year.
Despite several bumps, 2013 has been a year of strong returns for the world’s equity markets and investors in them.
Indications of an end to monetary easing in the US have put a damper on Japan’s feelgood mood, but its markets remain above pre-Abe levels despite Fukushima and other worries.
Nomura says the investor flight that has hit emerging Asian markets is close to coming to an end.
Recent bounce reflects a revival of safe haven demand due to geopolitical risks
Deutsche Asset & Wealth Management asserts that China’s economy will not fall below 7 per cent to 7.5 per cent
Asian equities have suffered in recent months as talk of tapering from the Federal Reserve’s creates the risk of money flowing out of the region, leaving investors questioning their long-term attractiveness.
A net 72 per cent of global investors expect the world economy to pick up over the next 12 months, according to August’s Bank of America Merrill Lynch Fund Manager Survey.
Evidence suggests the worst may be over for emerging market equities, according to new research by Capital Economics.
The national debt of Japan has exceeded ¥1,000trn yen for the first time, adding pressure for prime minister Shinzo Abe to proceed with his controversial sale tax plan.
Signs that Japan’s economic recovery is already starting to slow could force the Bank of Japan to embark on further monetary easing, according to analysis from Capital Economics.
Investors have pulled money from Japanese equity funds over concern that an element of ‘Abenomics’ could hold back the country’s growth.
With around 50 per cent of the Japanese equity market covered by few or no analysts at all, are investors missing the best opportunities?
’Abenomics’ has been successful so far in weakening the yen and continued quantitative easing has a good chance of trickling down and strengthening Japan’s equity market. So which sectors are drawing most attention from equity managers?
Gold funds rise in July but emerging markets and Japan funds are among the main fallers over the month.
Emerging market valutions have moved from a premium to a discount, promoting questions over the area’s attractiveness.
Hideo Shiozumi’s £208m Legg Mason Japan Equity fund made the industry’s highest returns in the first half of 2013 but commentators have questioned whether it is desirable to keep buying the fund.
The performance of Japanese funds demonstrates the merits of active management and can be seen as “one in the eye” for the passive investing argument, according to Premier’s Simon Evan-Cook.
Redressing the massive Japan underweight has been a theme for the first half of 2013.
Boosted by a strong rising market on the back of ‘Abenomics’ Japan funds were the overall investment trust winners for the first six months of the year while emerging markets and commodities portfolios collapsed.
Japan was the only market to perform positively on the S&P Global Broad Market Index in June, gaining 1.42 per cent in the month.
Capital Economics has revised up its forecasts for developed equity market performance this year, arguing that many downsides are now priced in.
The rise in the yen and subsequent drop in Japanese equities should be labelled a “substantial correction”
Net market exposure brought down from around 60 per cent to 50 per cent in a “purely tactical” move in response to the market drop.
The IMF’s latest Asia report predicts that the real economic growth will come from emerging countries. But even with a 7.2 per cent boost, the caveats for investors remain.
Japanese equities have taken a dive, with the Nikkei 225 closing 7.3 per cent down and the Topix shedding 6.9 per cent.
China’s manufacturing activity has contracted for first time in seven months, adding to concerns over the health of the world’s second largest economy.
Our expert panellists give their views on whether Japan’s strong rise and Shinzo’s Abe’s radical economic reforms are the precursor to real recovery or just another false dawn.
The return of investors to Japan funds helped equity funds to outsell bond portfolios by four to one last week, figures from EPFR Global shows.
The Japanese stockmarket has had a strong run for the past few months, after a weakening yen bolstered exporters and investors were encouraged by moves to stimulate the world’s third largest economy.
Investors are showing a three-year high in confidence for Japan and US, according to a poll by Bloomberg.
The Japanese economy expanded at its quickest pace in a year during the first quarter, offering signs that prime minister Shinzo Abe’s growth plans are bearing fruit.
Index’s first time to break through in five years
Asian REITs provide competitive yields and can benefit from liquidity, as well as a hedging against inflation.