Investors will have to be much more nimble with decisions due to political risks ahead, but Brexit hasn’t clouded the outlook, said Daniel Murray, chief economist and head of research of EFGAM’s wealth management business.
Tag: Japan
Survey: Investors give Japan high marks
Despite the uncertainty over the outcome of Abenomics, institutional investors are optimistic about structural reforms, according to a survey by BNY Mellon.
Investors cool toward BOJ-promoted ETFs
Investors are not convinced that exchange-traded funds tracking Japanese companies that invest in human capital, as promoted by Bank of Japan, are attractive.
M&G likes US banking sector
The firm’s multi-asset team has a high conviction call on US banks, which some investors see as a contrarian view, according to Craig Moran, deputy portfolio manager at M&G Investments.
Sovereign debt with negative rates at $10.4trn
The amount of global sovereign fixed income with negative interest rates is up 5% since the end of April, according to Fitch Ratings.
Complexity of Asia hinders fund passport schemes
Varying tax and regulatory issues across the region could disrupt the Asia Region Funds Passport initiative, according to Mostapha Tahiri, CEO and head of asset and fund services for Asia at BNP Paribas Securities Services.
Japan’s deflation may spread to Asia
GAM investment director Tim Love said the weakening of the Japanese yen puts downward pressure on currencies throughout Asia.
Blackrock brings in Japan CIO
The firm has nabbed Takeshi Fukushima from GI Capital Management to serve as chief investment officer.
Fidelity remains bullish on Japan
Despite negative interest rates and doubts about Abenomics, Fidelity analysts single out Japan as the only market with improving prospects.
