Funds To Watch: Managers' best ideas from across the globe

Managers' best ideas from across the globe

As 2015 hit the halfway mark, global fund managers revealed the stocks and sectors powering their portfolios for the rest of the year and beyond.

The managers below presented to delegates at Investment Week's Funds to Watch event in June. See next week's issue of the magazine for more fund manager views from the conference.   Yasuyuki Kanda, CEO/CIO, London office of Tokio Marine Asset Management What is really powering the recovery in Japan?  In our view, the recovery in Japan is not a short-term cyclical one; rather it is connected with fundamental changes at both the societal and corporate level.  While Abenomics has rightly taken many of the plaudits for the recent upturn in Japan's fortunes, we believe it merely act...