Feature

Our current view on Japan comprises three main bearish elements, and three bullish ones. We will turn first to the bearish considerations.

To many investors, an economic recovery appears to be underway.

Gold miners offer best access

Infrastructure investment expected to increase

Investors should stick to their long-term strategic equity allocations

The only "free lunch" that investors will ever get is the ability to significantly diversify their portfolios, according to Legal and General Investment Management's (LGIM's) Justin Onuekwusi, who said the high number of small positions across his portfolios...

Low interest rate environment will benefit dividend income

Markets change, but human nature does not. This year's pandemic-induced swings in sentiment have created opportunities to buy best-in-class cyclical businesses in unloved industries.

Mainstream investors are still looking elsewhere