Tilney Bestinvest has removed its currency euro and yen hedges in the belief that the macroeconomic factors driving weakness in the currencies have now subsided.
Japan is attempting to resurrect its economy, and bringing with it more tourists and eagerly awaited corporate governance reform, says Genzo Kimura, economist at SuMi TRUST
GAM's European equities manager Niall Gallagher has predicted European equities could double in the near term as the region is supported by a number of tailwinds.
WisdomTree has brought two of its flagship currency-hedged ETFs to Europe to offer investors the option to hedge exposure to the euro and the yen.
Weather the central bank storms
Central banks may resort to 'helicopter drop' measures to stave off the threat of deflation, according to Investec's Alastair Mundy.
Abenomics in Japan has been a roaring success, and should not be seen as just a quick fix 'sugar high' for markets, according to Neptune's CEO Robin Geffen and chief economist James Dowey.
Economists have been emphasising the need for eurozone economies to start behaving more like those of the UK and US, but in reality the region is becoming more correlated with Japan than ever before, explains Chris Bailey, European strategist at Raymond...
Stock markets' positive reaction to the European Central Bank's quantitative easing programme proves that UK investors are not being swayed by headwinds facing the country, says Alan Custis, manager of the Lazard UK Omega fund