Head to head: The Japanese question
Two Japan watchers go head to head on this region that continues to confound investors
Japan
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Calastone: Equity funds pull in record £27.2bn inflow in 2024
Enthusiasm for equities did not translate to UK equity funds, which suffered £9.6bn outflows
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IA: Index trackers attract £3.4bn in July
Active funds lose £2.1bn, according to Investment Association
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Fairview’s Yearsley: August yields ‘mixed bag’ for fund trends
August marked by rate cut discussions and selloff at beginning of month
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Morningstar: Fixed income funds see highest net flows in five years
July marked the best month for inflows into long-term Europe-domiciled funds since January 2023
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US CPI inflation hits 2.9% ahead of September Fed decision
Industry commentators predict September rate cut from the Fed
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CT Fund Watch: Number of consistent top-performing IA funds falls to 1.9%
IA Japan housed the most funds achieving consistent top quartile returns
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Japan: What’s next?
Could the economy’s unexpected shrink in Q1 derail the enthusiasm for Japanese equities?
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Morningstar: UK-domiciled funds enjoy first month of positive flows in a year
Largely driven by inflows into fixed income products
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‘Worst is behind us’: Why T Rowe Price is upping equity allocation in multi-asset portfolios
Weightings to government bonds and cash reduced
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Premier Miton’s Rayner: Markets becoming ‘increasingly centrally planned’ over decades
‘Governments, and their agents such as central banks, are very much involved in controlling economies and financial markets’
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IA: UK investors dip into market in March after two months of outflows
US equities experience £1.5bn in inflows for first three months of 2024