January 2024
Market Insight
December sees sharp rally in AGT and AJOT
Narrowing discounts and Japanese reforms have driven striking returns…
16 Jan
16 Jan
Features
Baillie Gifford Japan Trust: Manager Insights
Investment manager Matthew Brett discusses performance and why developments such as rising entrepreneurialism and progress in AI make for compelling growth opportunities in Japan...
12 Jan
12 Jan
Fund Research
AVI Japan Opportunity
AJOT has delivered a strong year of performance…
12 Jan
12 Jan
Fund Research
Baillie Gifford Japan
Matthew Brett: Growth stocks are available at value stock multiples in Japan…
12 Jan
12 Jan
December 2023
Features
Discovering the unsung superstars of Japanese technology
Fast growing companies comprising Japan’s ‘third wave’ of industrial innovators have cornered key manufacturing markets. Praveen Kumar, manager of Baillie Gifford Shin Nippon, tells Joji Sakurai how they did it...
22 Dec
22 Dec
Features
Beyond the rally: finding lasting growth in Japan
Japan has had its fair share of false-dawn recoveries over the decades, so what’s different this time? Baillie Gifford’s Donald Farquharson explains...
22 Dec
22 Dec
Fund Research
Schroder Japan
SJG continues its strong run of performance versus both the index and sector...
08 Dec
08 Dec
July 2023
Features
Shin Nippon: Japan’s hidden global champions
Discover the hidden gems in Japan’s small cap market. Praveen Kumar, manager of Baillie Gifford Shin Nippon, says there’s more to Japan than manufacturing...
21 Jul
21 Jul
Fund Research
Fidelity Japan
FJV is a committed growth vehicle available on a wide discount…
04 Jul
04 Jul
June 2023
Strategy
Under pressure
We identify the equity trusts which have delivered the best downside protection in recent years...
07 Jun
07 Jun
Features
What is the long-term outlook for Japanese smaller companies?
In this update, Baillie Gifford Shin Nippon manager Praveen Kumar, shares the team’s views and provides an update on the performance over the past year...
09 Jun
09 Jun
April 2023
Video
Interview with CC Japan Income & Growth's manager Richard Aston
We discuss why Japan has so many opportunities for income investors...
06 Apr
06 Apr
Fund Research
Baillie Gifford Shin Nippon
BGS is trading on a rarely available wide discount…
21 Apr
21 Apr
Fund Research
AVI Japan Opportunity
AJOT has delivered strong returns to date from a unique and original strategy…
13 Apr
13 Apr
February 2023
Strategy
Lost in translation
We argue Japanese equities look attractive on both a short and long-term view…
15 Feb
15 Feb
Features
Permanent change versus temporary setback – A Japanese perspective
In this webinar recording Matthew Brett, the Baillie Gifford Japan Trust manager, looks back at examples of change and setbacks over the last 15 years of investing in Japan; and forward to consider the positioning of the trust for the future.
10 Feb
10 Feb
Fund Research
JPMorgan Japanese
JFJ’s portfolio of high-growth businesses looks cheap as sentiment improves…
28 Feb
28 Feb
Fund Research
CC Japan Income & Growth
CCJI is an attractive ‘buy and hold’ strategy…
15 Feb
15 Feb
December 2022
Features
Baillie Gifford Japan Trust: Manager Insights
Matthew Brett, manager of the Baillie Gifford Japan Trust discusses performance and returns for 2022...
16 Dec
16 Dec
Fund Research
abrdn Japan
AJIT’s focus on quality Japanese companies could be a source of strong returns as the world’s economy goes through a period of de-globalisation…
21 Dec
21 Dec