Japan’s mid- and small-cap stocks have outperformed large caps, but many are ignored or under-researched, according to Max Godwin, a Singapore-based portfolio manager on Eastspring Investments’ Japan equity team.
Category: Industry views
Video: Aberdeen Standard Investments on small caps
What is a better indication that small caps have conditions for growth than Fed watching? Ross McSkimming, investment director of equities at Aberdeen Standard Investments, answers that and other small cap questions.
Video: M&G Investments on EM debt
Default rates in US high yield were higher during crisis points than emerging market high yield, according to Pierre Chartres, investment director of retail fixed income for M&G Investments.
Why is Newton IM bearish on China?
China is a bad place to invest for structural and macro-economic reasons, especially since a global economic downturn is on the horizon, argues contrarian Brendan Mulhern, real return strategist at Newton Investment Management.
Does Catalonia raise EU risk?
Catalonia’s drive for independence from Spain underscores the growing number of people profoundly dissatisfied with European leadership. However, Paras Anand, Europe CIO of Fidelity International, said his firm has not made any portfolio changes in response.
The elusive bond market shock
The fixed income market is liquid, but the trigger for a correction is out there, somewhere, according to Eoin Walsh, a partner in portfolio management at Vontobel’s Twenty Four Asset Management.
Japan corporates squeeze out `cozy relationships’
Abe’s ruling bloc swept to victory in the snap election on Sunday, suggesting further momentum for the encouraging change in Japanese corporate governance.
Video: Aberdeen Standard Investments on European small caps
Dale MacLennan, investment director for equities, says in the small cap world, higher risk does not equal higher return.
Video: Janus Henderson on healthcare equities
Adam Johnson, senior product specialist, explains the potential pitfalls when investing in the healthcare sector.
Video: Legg Mason on multi-sector investing
Brian Kloss, portfolio manager and head of high yield for Legg Mason affiliate Brandywine Global, says small caps should do well and the dollar will likely appreciate when the US reverses QE.
