JP Morgan AM Simon Elliott: A new dawn for Japanese investment trusts?

Key themes emerging

Japan has always presented something of a conundrum for UK-based investors. While not short of world-class companies, returns from Japanese stocks have proven fleeting and the land of the rising sun has certainly produced a number of false dawns.

However, as we approach the mid-point of 2023, something appears to have changed. Media reports have highlighted a number of high-profile value-orientated investors on both sides of the pond who are increasing their investment in Japanese stocks. The Japanese sector is also one of the better performing sectors in the investment trust universe so far this year. So, is now the time to reassess any underweight positions to Japanese equities? Richard Aston: A postcard from Japan There are 11 UK-listed investment trusts that are focused on Japanese equities, with aggregate assets cur...