September 2019
Strategy
Nanny knows best: how regulation is influencing returns
New research suggests disruption is threatened by increased regulation, with clear consequences for investment strategists...
11 Sep
11 Sep
Fund Research
Schroder Japan Growth
Despite clear continuity of management style, the retirement of Andrew Rose has seen this trust move to a wide discount versus peers...
11 Sep
11 Sep
May 2019
Strategy
On a roll
As Western economies show signs of their own 'Japanification', we explore the Japanese industries poised to take advantage of this change...
22 May
22 May
Fund Research
Baillie Gifford Shin Nippon
This ultra-active Japanese smaller companies fund, already the cheapest in its sector, reduced its fee last year...
07 May
07 May
April 2019
Fund Research
Schroder Japan Growth
Schroder Japan Growth, despite its name, is the most value-exposed trust in the AIC Japan peer group...
30 Apr
30 Apr
Fund Research
AVI Japan Opportunity
AJOT invests in Japanese small caps, taking advantage of extremely low valuations and using shareholder activism...
10 Apr
10 Apr
Fund Research
JPMorgan Japanese
JPMorgan Japanese (JFJ) aims to maximise capital growth from a portfolio of high-quality companies in Japan...
10 Apr
10 Apr
September 2018
Strategy
High flyers
Our research shows small-cap managers adding consistently more alpha, and regulatory change means this could be an attractive time to invest in the sector...
12 Sep
12 Sep
Strategy
Bullseye
The third arrow of Shinzo Abe's grand plan, corporate reform, puts undervalued Japanese equities in a very attractive position...
06 Sep
06 Sep
Fund Research
AVI Japan Opportunity
AVI is launching a small and mid cap focused Japanese equities trust to take advantage of what it believes to be the most compelling opportunity in its three decades of investing in the country...
06 Sep
06 Sep
Fund Research
CC Japan Income & Growth
The strategy aims to take advantage of a secular shift towards shareholder-friendly policies, including dividends and buybacks, in corporate Japan...
05 Sep
05 Sep
Fund Research
JPMorgan Japanese
JPMorgan Japanese Investment Trust explores investment opportunities across the market cap spectrum, including mid-small cap stocks with high growth characteristics...
05 Sep
05 Sep
Fund Research
Baillie Gifford Japan
Baillie Gifford Japan is an ultra-low-turnover all-cap trust that buys quality growth Japanese companies...
05 Sep
05 Sep
December 2017
Cover research
Race to the bottom
Ahead of the new PRIIPS rules we examine the progress investment trust boards are making in reducing costs...
14 Dec
14 Dec
Fund research
JPMorgan Japanese
A growth-orientated Japan equity trust run by a highly-resourced team that has very low operational costs
14 Dec
14 Dec
May 2017
Income
Champion funds for income investors
We unveil a sophisticated new rating system designed to pinpoint the UK's best equity income funds...
24 May
24 May
Strategy
Brave new world
We ask the top managers in each sector, region and asset class where they see the opportunities in the months ahead...
21 May
21 May
Income
The tobacco sector: innovating for growth
After years of resilient dividends, the tobacco industry is changing to create new revenue streams...
24 May
24 May