Investing in the asset class is different from investing in the Japan economy, according to an FSSA IM portfolio manager whose Japan fund has soared above its benchmark and sector.
Tag: Japan Equities
Why investors should take a second look at Japan
Macro numbers do not reflect the performance of Japan equities, according to a Matthews Asia fund manager.
HEAD-TO-HEAD: First State versus Janus Henderson
FSA compares two Japan equity products: the First State Japan Equity Fund and the Janus Henderson Horizon Japan Opportunities Fund.
HEAD-TO-HEAD: Aberdeen Standard versus JP Morgan
FSA compares two Japan equity products: the Aberdeen Standard Sicav I Japanese Equity Fund and the JP Morgan Japan (Yen) Fund.
HEAD-TO-HEAD: Invesco vs Pictet AM
FSA compares two Japanese equity funds: the Invesco Japanese Equity Advantage Fund and the Pictet Japanese Equity Selection Fund.
In equities, UBP prefers Japan in 2019
US equity valuations have become cheaper, but investors can find more value elsewhere, argues Norman Villamin, Zurich-based chief investment officer for private banking at Union Bancaire Privée.
HEAD-TO-HEAD: Alliance Bernstein vs JP Morgan
FSA compares the AB Japan Strategic Value Portfolio and the JP Morgan Japan (Yen) Fund.
Where to find alpha in Japan
Most investment into Japan goes into the more famous names, but local companies are undergoing the real revival, says Shigeka Koda, CEO of Singapore-based Four Seasons Investments.
HEAD-TO-HEAD: JP Morgan AM vs Schroders
FSA compares the JP Morgan Japan Equity Fund and the Schroder ISF Japanese Opportunities Fund.
Quaero bets on Japan industry consolidation
Japanese domestic industry sectors will undergo consolidation, which will allow industry leaders to gain market share, argues portfolio manager Rupert Kimber.
