BMO GAM sees broadening global growth in five-year forecast
The firm believes “lower for longer” will apply to energy prices, inflation and interest rates over the next five years.
Japan
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AIFMD passport inclusion decision expected by June – CIMA
The Cayman Islands Monetary Authority (CIMA) said it is confident the European Securities and Markets Authority (ESMA) would complete its assessment of a second wave of nations for inclusion into the AIFMD passport system by June 30.
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Fund selector: Japan’s arrows of fortune?
While the first two ‘arrows’ of Abenomics have helped boost Japanese equity performance and devalued the yen, the jury is still out on whether the strategy is succeeding. Much will depend on the third arrow of structural reform.
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ANALYSIS: Time to bail out of Japanese equities?
What was viewed as a sign of desperation by many when the Bank of Japan cut rates well into negative territory at the end of January has been followed by a poor economic growth number.
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ANALYSIS: Negative rates raise the stakes for getting it wrong
The Swedish central bank’s surprise announcement that it has pushed interest rates further into negative territory is the latest piece in what is an increasingly worrying puzzle.
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Growth fears push investors back to old safe havens
The much-touted wall of worry that investors have been climbing in recent months seems once more to be winning.
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Japan’s move to negative rates sees FTSE edge over 6000
The FTSE 100 edged back over 6000 on a wave of positive sentiment triggered by the surprise announcement that Japan has moved to negative interest rates.
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ANALYSIS: Are investors clutching at straws with their Japan overweights?
Japanese equities are enjoying a place in the rising sun in terms of the preferences of many investors, but is this a sound decision destined to yield rewards or an act of desperation?
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The best funds of 2015
Smaller companies and Japanese funds dominated the top of the 2015 fund performance tables.
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Japanese equities: Headwinds in 2016
Even though doubts over Abenomics are increasing, equities may be in good shape next year.
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Schroders to merge Japan Alpha Plus into Schroder Tokyo
Schroders is to merge its Schroder Japan Alpha Plus fund into Andrew Rose’s Schroder Tokyo Fund, the firm has confirmed.
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Experts focus on European, Japanese equities after rate hike
Industry commentators remain positive about equities in 2016 following the US rate hike, opting for Europe and Japan over the US.