CF Miton

QUICKFIRE Q&A

THE BIG QUESTION

Japanese equity markets have soared in the last year, outpacing gains seen across other stock exchanges after a huge QE programme introduced by returning Prime Minister Shinzo Abe, but can the market keep climbing from here?

THE BIG QUESTION

Wealth managers continue to hold UK small-cap funds instead of taking profits and rotating into the larger end of the market, predicting a rise in M&A activity will boost the sector.

Miton's Martin Gray said he has struggled to find value anywhere in the market in recent months, with his funds taking a performance hit as a result of his defensive positions.

Investment trust buyers are building positions in the listed private equity sector, as strong performance and narrowing discounts continue to boost returns.

US

James Calder, research director at City Asset Management, has revealed the top five niche investments he holds in his portfolios.

BIG QUESTION