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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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PMIs show weakness in China but further expansion for eurozone

23 April 2014 | By Pamela Morris

The eurozone composite PMI has reached a 35-month high in April while China remains in contraction with a reading of 48.3.

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Japan reforms world’s largest public pension fund

22 April 2014 | By Pamela Morris

The investment committee on the trust has been reshuffled under Shinzo Abe’s ‘third arrow’.

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Double hit for Japan as confidence drops and govt lowers outlook

17 April 2014 | By Pamela Morris

The news follows shortly after a consumption tax increase was introduced in Japan at the start of April.

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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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Baillie Gifford's Brown on the disconnect between the Japanese market and economy video

11 April 2014

Baille Gifford’s Japan specialist Andy Brown discusses the impact of Abe’s reforms and isn’t deterred by the current negative investor sentiment.

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Bolton's final word on China

11 April 2014 | By Michael Berry

Fidelity veteran Anthony Bolton retired from fund management last week, leaving investors with his parting views on China.

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China shares surge despite trade disappointment

10 April 2014 | By Gary Jackson

Chinese stockmarkets have jumped sharply after a deal to link the Shanghai and Hong Kong bourse overcame a surprise drop in trade figures.

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Markets edge upwards despite valuation fears

9 April 2014 | By Gary Jackson

UK and European stockmarkets advanced at the start of Wednesday’s session, although investors continue to worry that some equities are starting to look overvalued and fret about the impact on monetary policy.

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Bank of Japan holds off from further stimulus

8 April 2014 | By Jon Yarker

Economists do not expect further stimulus from Japan’s central bank.

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World Bank cuts Chinese growth outlook after 2014’s ‘bumpy start’

7 April 2014 | By Gary Jackson

The World Bank has trimmed its outlook for economic growth in China after the country suffered a “bumpy start to the year”.

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FWTV: Baillie Gifford's Brett on Japan's long-term opportunities video

3 April 2014

Baillie Gifford Japanese equity manager Matthew Brett discusses the positive impact of Japan’s monetary stimulus for Japanese corporates. 

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Asian markets rise as China unveils stimulus package

3 April 2014 | By Gary Jackson

Stockmarkets in Asia have jumped after the Chinese government moved to ease the slowdown playing out in the world’s second largest economy.

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Hedged option for SLI Japanese Equity Growth

2 April 2014 | By Michael Berry

Standard Life Investments has created currency-hedged share classes for the Japanese Equity Growth Oeic.

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Japan introduces sales tax increase

1 April 2014 | By Pamela Morris

Consumption tax in Japan will rise from 5 per cent to 8 per cent, ahead of a further increase to 10 per cent in October 2015.

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Schroders and Montanaro cut trust AMCs

1 April 2014 | By Sam Macdonald

Schroder Japan Growth and Montanaro European Smaller Companies reduce AMCs with Montenaro trust axing its performance fee.

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IMA: Asia and US equity funds see record outflows in February

31 March 2014 | By Pamela Morris

Investors fled Asia and North America during February according to the latest fund flow data from the IMA. 

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Baillie Gifford's Brett: Don't let global worries put you off Japan

27 March 2014 | By Pamela Morris

The co-manager of the Baillie Gifford Japanese fund says external macro events are still causing investors to step back from Japan.

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First State shuffles management on Tulloch's Oriental trust

24 March 2014 | By Pamela Morris

The trust’s portfolio manager Martin Lau is due to step down as Wee Li Hee prepares to take on a new management role following maternity leave.

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Schroders’ Marcus Brookes: Five fund ideas for Isa season

21 March 2014 | By Gary Jackson

Following the announcement in yesterday’s budget that the Isa limit will be increased to £15,000 in 2015, Schroders head of multi-manager Marcus Brookes tips five ideas for this year.

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Metcalfe replaces Wilmot as Newton Higher Income manager

20 March 2014 | By Jon Yarker

Newton changes lead managers on two funds after strategic review.

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China data hints at further slowdown in 2014

13 March 2014 | By Pamela Morris

Several economic indicators released today have shown signs of a further slowdown in the Chinese economy.

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Legg Mason subsidiary set to replace EMD head

12 March 2014 | By Michael Berry

Western Asset Management is preparing Chia-Liang Lian to take over its emerging market debt team as current head Keith Gardner approaches retirement. 

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China's central bank set to cut bank rates if GDP slows

12 March 2014 | By Pamela Morris

The central bank will look to reduce the level of cash that banks are able to hold as reserves if growth drops below 7.5 per cent, Reuters reports.

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BoJ maintains easing as exports level off

11 March 2014 | By Pamela Morris

The central bank also notes a more positive pick up in business fixed investment and public investment.

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Japan current account deficit highest since records began

10 March 2014 | By Pamela Morris

Japan’s current account deficit hit 1.5tn yean (£8.7bn) during the month of January.

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Ignis to close Ashby and Holden's UK equity funds

10 March 2014 | By Sam Macdonald

Ignis Japan Tracker fund will also close due to small size.

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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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Lloyd George Management names Vester as CIO

7 March 2014 | By Gary Jackson

Vester will take responsibility for enhancing and coordinating the boutique asset manager’s investment process and stock selection criteria. 

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China sets 7.5 per cent growth target for 2014

5 March 2014 | By Pamela Morris

The Chinese government’s previous target of 7.5 per cent for 2013 was beaten after growth reached 7.7 per cent last year.

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JO Hambro launches Japan Dividend Growth fund

27 February 2014 | By Sam Macdonald

New large cap fund will incorporate a blend of dividend growth and dividend yield.

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Morningstar OBSR keeps gold rating on First State Asia Pacific Leaders

19 February 2014 | By Gary Jackson

Morningstar OBSR has maintained its gold rating on the £5.8bn First State Asia Pacific Leaders following a recent change in the portfolio’s management.

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BoJ expands loan programme for banks

18 February 2014 | By Pamela Morris

The central bank has also opted to maintain current levels of quantitative easing.

Europe and Japan funds continue record start to year

17 February 2014 | By Gary Jackson

Fund investors continued to channel money towards European and Japanese equity funds last week, while outflows from emerging markets showed signs of easing.

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Japan Q4 GDP growth falls short of expectations

17 February 2014 | By Pamela Morris

The Japanese economy grew at a slower pace than the 2.8 per cent originally estimated by markets.

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Martin Currie set to merge away Millar's Japan fund

14 February 2014 | By Pamela Morris

The Japan fund will be merged with the Martin Currie Japan Alpha fund.

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Thompson leaves First State Asia Pacific Leaders

14 February 2014 | By Jon Yarker

Management handed over to Angus Tulloch and Richard Jones.

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Aberdeen launches Asia Property fund of funds

13 February 2014 | By Sam Macdonald

Portfolio will focus on developed markets and lower risk strategies and is planned for launch in this quarter.

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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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