bank of japan

Matthew Read, senior analyst at QuotedData, analyses how two different trusts invested in Japan are benefiting - or not - from the country's internationalisation and Shinzo Abe's three arrows reform agenda.

In the second of a two-part series, fund managers reveal how global central bank decisions are impacting investors and their strategies.

Follows confused market messages

Kenichi Amaki, portfolio manager at Matthews Asia, argues investors focusing on Abenomics and GDP growth are missing the 'bigger picture' of Japan capitalising on demand from within Asia.

Abenomics is apparently not working: Japan is almost back in recession; Abe's third arrow of structural reform has missed. These are increasingly popular assessments but, in my opinion, are also a severe misdiagnosis, writes Neptune's George Boyd-Bowman....

Japanese stocks well placed to outperform global markets

Recent reversal in equity markets

Scott McGlashan, manager of the £685m JOHCM Japan fund, questions why cyclical stocks have stood on the edge of the dance floor while 'dull' bond proxies are strutting their stuff.

Paul Niven, manager of the Foreign & Colonial investment trust, explains how beyond the near-term volatility and fears about navigating future interest rate rises, global equities are actually expected to excel.

Ugo Lancioni, head of global currency at Neuberger Berman, takes a closer look at some of the consensus currency positions of last year, and asks if they are still compelling.