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Which funds topped Bestinvest’s Spot the Dog list?

19 July 2014 | By Gary Jackson

Bestinvest has published its latest Spot the Dog report, highlighting 49 underperforming funds running £19.55bn in assets.

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Why Apollo is shooting for unloved Japan and emerging markets

14 July 2014 | By Gary Jackson

Apollo Multi Asset Management has spent recent months moving into two areas of the market that have been relatively unloved by investors of late - Japan and emerging markets.

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Extra Isa allowance: Three funds to add to portfolios?

25 June 2014 | By Gary Jackson

Some investors could be looking for new funds for their portfolios on 1 July, when the Isa tax-free limit rises to £15,000 following the overhauls laid out by chancellor George Osborne in the 2014 Budget.

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Psigma: Our portfolios might look boring, but they're not

9 June 2014 | By Gary Jackson

Chief investment officer Tom Becket says “boring” veneer conceals a number of contrarian plays.

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Are Abe's nationalist politics the real risk to Japan?

29 April 2014 | By Pamela Morris

Some investors believe Japan’s prime minsiter Shinzo Abe will move away from his economic plans to a more nationalist agenda.

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How are global managers positioning towards Japan?

23 April 2014 | By Gary Jackson

The surge in the Japanese stockmarket during 2013 has given way to disappointment in the opening months of 2014 as investors grow cautious on the promises made by ‘Abenomics’.

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Time to despair about China? Hard landing fears could be overblown

16 April 2014 | By Gary Jackson

China has posted better-than-expected growth figures for the opening quarter of 2014, leading some to question whether fears of hard landing in the world’s second largest economy have been overdone.

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The funds avoiding the worst of Japan’s 2014 sell-off

14 April 2014 | By Gary Jackson

Japanese equities have had a tough start to 2014 as investors worry that its government will fail to make good on its pledge to kickstart growth in the world’s third largest economy.

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Abenomics: Sowing the seeds of change or a potentially disastrous experiment?

10 March 2014 | By Gary Jackson

Investors are starting to express concern over the slow pace of progress in Japan’s structural reforms, leaving fund managers split over the opportunities in the world’s third largest economy.

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Was Japan's latest sell-off a 'healthy' correction?

11 February 2014 | By Pamela Morris

Fund managers are sticking by Japan despite a weak start to 2014 and the market correction at the start of February.

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Emerging markets: Not the time to be underweight this unloved asset class?

30 January 2014 | By Gary Jackson

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?

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Fund managers hike risk-taking bets despite valuation worries

22 January 2014 | By Gary Jackson

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.

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Hargreaves Lansdown: The funds we'll be watching in 2014

16 January 2014 | By Gary Jackson

HL’s research and fund management teams have highlighted nine funds they find interesting for their own portfolios.

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Adviser verdict: What will be 2014's investment opportunities?

10 January 2014 | By Pamela Morris

Advisers look to contrarian commodities and value plays as equities look fully valued overall and bonds continue to appear expensive.

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Brewin Dolphin’s six funds for a risk-on 2014

18 December 2013 | By Gary Jackson

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.

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Psigma’s Becket: Six funds for 2014 - even for investors late to the party

11 December 2013 | By Gary Jackson

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.

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The 10 funds battling to make 2013's top returns

10 December 2013 | By Gary Jackson

Despite several bumps, 2013 has been a year of strong returns for the world’s equity markets and investors in them.

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Clouds over Japanese sunrise?

23 September 2013 | By Brian Tora

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 calls the end of emerging Asia crisis

3 September 2013 | By Gary Jackson

Nomura says the investor flight that has hit emerging Asian markets is close to coming to an end.

Gold rises from July's lows but caution is urged

28 August 2013 | By Philip Scott

Recent bounce reflects a revival of safe haven demand due to geopolitical risks

Fears of a Chinese hard-landing are overdone, says Deutsche

27 August 2013 | By Philip Scott

Deutsche Asset & Wealth Management asserts that China’s economy will not fall below 7 per cent to 7.5 per cent

Is Asia's long-term story in tact?

23 August 2013 | By Gary Jackson

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.

BofA Merrill Lynch: Fund manager confidence highest in almost four years

13 August 2013 | By Jon Yarker

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.

Capital Economics: Time to return to emerging equities?

9 August 2013 | By Jon Yarker

Evidence suggests the worst may be over for emerging market equities, according to new research by Capital Economics.

Japan’s national debt passes 1 quadrillion yen mark

9 August 2013 | By Gary Jackson

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.

Will the Bank of Japan have to ease further?

8 August 2013 | By Gary Jackson

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.

Japan funds' inflow streak breaks on Abenomics concerns

6 August 2013 | By Gary Jackson

Investors have pulled money from Japanese equity funds over concern that an element of ‘Abenomics’ could hold back the country’s growth.

Finding 'hidden gems' in Japan's coverage gap

5 August 2013 | By Pamela Morris

With around 50 per cent of the Japanese equity market covered by few or no analysts at all, are investors missing the best opportunities?

Will Abenomics keep delivering?

1 August 2013 | By Jon Yarker

’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 enjoy long-awaited bounce in July

1 August 2013 | By Philip Scott

Gold funds rise in July but emerging markets and Japan funds are among the main fallers over the month.


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