“We have never felt so excited about the outlook for Japan as we do at the moment” said JPMorgan Japan fund manager Nicholas Weindling.
Tag: Japanese Equities
Principal AM still favours large cap US tech overweight
The investment firm with $579bn in assets under management is also overweight Japanese equities and gold.
UBP’s YT Kum: Fund selection is like marriage, you have to work on the relationship
UBP’s head of funds for North Asia tells FSA why fund monitoring is critical at the Swiss pure-play private bank.
Five Japan funds unscathed by the sell-off
FSA highlights five top-ranked Japanese equity funds that were least affected by the Japanese market volatility.
Wild stock swings erase most Japanese funds entire 2024 gains
The volatility in Japanese stocks sent most Japanese equity funds into negative territory after Monday’s historic slump.
BlackRock: Market dispersion calls for active investing
BlackRock’s Investment Institute’s strategists favour the AI theme, as well as US and Japanese equities.
BlackRock: Japan is the consensus in narrative, not in positioning
BlackRock’s Yue Bamba tells FSA why he thinks it’s not too late to take a position in Japanese equities.
SMDSAM launches Japanese equity fund
The Japan Equity High Conviction fund is available to accredited investors in Singapore.
The best performing Japanese funds of Q1
FSA highlights the best performing large cap Japanese equity funds of the first quarter of 2024.
Eastspring: The easy money has been made in Japan
Eastspring portfolio manager Oliver Lee says investors shouldn’t expect another bout of stellar outperformance as was seen last year.