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Articles tagged: Japan

Global update: Inflationary headaches intensify

Global equity markets generally fell over November as investors digested new of the discovery of the new “Omicron” variant of the Covid-19 virus in South Africa, which triggered concerns that the econ...

Adviser-Hub 2nd Dec 2021

Analysis & Opinion

Stagflation: do you need to worry?

The murmurs about stagflation are becoming increasingly insistent. The unwelcome trio of high inflation, weak growth and high unemployment would be a tough environment for investors.

Adviser-Hub 14th Oct 2021

Market Updates

Global update: Gathering clouds

Investor sentiment during September was a hostage to concerns over faltering economic growth, rising inflation, surging energy prices, and an increasingly hawkish tone from central banks, compounded b...

Adviser-Hub 11th Oct 2021

Market Updates

Global update: The beginning of the end

The US Federal Reserve may start to reduce its stimulus measures sooner than expected.

Adviser-Hub 2nd Sep 2021

Market Updates

Global update: Investors rattled by Delta spread

Mounting inflationary pressures and the continued spread of the Delta coronavirus variant raised fresh questions over the outlook for economic recovery.

Adviser-Hub 6th Aug 2021

Analysis & Opinion

Market View: What Japan’s digital transformation means for markets

After years as relative laggards, Japanese companies are now diving into digital transformation.

Adviser-Hub 8th Jul 2021

Market Updates

Global update: Markets gripped by inflation fears

Although global equity markets generally ended May in positive territory, investor sentiment during the month was affected by growing concerns that mounting inflationary pressures could lead to higher...

Adviser-Hub 9th Jun 2021

Analysis & Opinion

The Week: Boom times for the global economy

The global economy is flying, but with structural imbalances building, will its strength be reflected in markets?

Adviser-Hub 3rd Jun 2021

Market Updates

Global update: “Unintended consequences”

Financial markets are becoming increasingly vulnerable to a sharp correction that would, in turn, jeopardise stability, according to the International Monetary Fund (IMF).

Adviser-Hub 2nd Feb 2021

Market Updates

Global update: Rising infection levels knock sentiment

Share prices generally fell during September amid concerns over rising infection levels and their potential impact on economic activity. Investors’ worries were compounded by doubts over Brexit negoti...

Adviser-Hub 14th Oct 2020

Market Updates

UK equity market review: Brexit trade deal remains unresolved

Share prices in the UK fell during September amid concerns that a surge in infection rates, accompanied by localised lockdowns, could undermine economic recovery. Both the FTSE 100 Index and the FTSE...

Adviser-Hub 14th Oct 2020

Market Updates

The Week: Is there hope for friendless emerging markets?

With a low Dollar, low valuations and recovering economies, these should be buoyant times for emerging markets, but buyers are thin on the ground.

Adviser-Hub 10th Sep 2020

Market Updates

Global update: Share price rises defy an uncertain outlook

Global share prices generally rose during August as investors took heart from ongoing fiscal and monetary support alongside some encouraging economic data.

Adviser-Hub 3rd Sep 2020

Partner Zone

Dan Carter and Mitesh Patel: Premium yield and core growth from Japanese equities

Dan Carter and Mitesh Patel look at Japan’s experience of the Covid-19 pandemic, their approach to investing.

Jupiter Asset Management 10th Aug 2020

Partner Zone

It's time to look east

The Asia ex Japan region and its companies are thriving

Baillie Gifford 6th Jul 2020

Partner Zone

Jupiter Japan Income Fund - May 2020

Dan Carter and Mitesh Patel answered your questions on how Japan is faring.

Jupiter Asset Management 6th Jul 2020

Partner Zone

Dan Carter and Mitesh Patel: Japan strategy update

Since global equities peaked on 20th February 2020, the Japanese market has been a notable outperformer against other regions.

Jupiter Asset Management 15th May 2020

Market Updates

Global update: March meltdown

The extended bull run came to an abrupt end in March as the coronavirus continued to spread into Europe and America, and a collapse in confidence pushed share indices into bear-market territory.

Adviser-Hub 20th Apr 2020

Market Updates

Global bond market review: Bond yields hit record lows

Global bond yields extended their January declines into February as investors became increasingly worried about the potential economic impact and human cost of the coronavirus.

Adviser-Hub 5th Mar 2020

Market Updates

Global bond market review: Investors eye riskier assets in December

A mood of tentative optimism blunted the attractions of government bonds during December.

Adviser-Hub 15th Jan 2020

Market Updates

Global update: Double-digit gains in 2019

Despite a year that was filled with political and social upheaval – from the trade war between the US and China, through Brexit, to the civil unrest in Hong Kong – many world markets achieved double-d...

Adviser-Hub 9th Jan 2020

Market Updates

Global update: Brexit takes a back seat

Although politics continued to dominate newsflow and sentiment in the UK during November, Brexit was superseded by the General Election as the focal point.

Adviser-Hub 10th Dec 2019

Market Updates

Global update: Election fever

October saw the UK plunge into election fever as progress on Brexit once again ground to a halt.

Adviser-Hub 6th Nov 2019

Market Updates

Global update: What next for Brexit?

The long-running Brexit saga took a new twist in September as the clock continued to tick towards its Hallowe’en deadline.

Adviser-Hub 3rd Oct 2019

Market Updates

The Week: Does manufacturing matter?

As US manufacturing slides, how important is it for global economic growth? And would trade talks resolve the problem?

Adviser-Hub 2nd Oct 2019

Market Updates

Global update: Parliament’s suspension creates controversy

The prospect of a no-deal Brexit crept closer during August as Prime Minister Boris Johnson announced that Parliament would be suspended.

Adviser-Hub 4th Sep 2019

Market Updates

The Week: Global dividend growth slips as corporate profits dip

The deceleration in the global economy is making an impact on global dividends, finds the latest Henderson Global Dividend Index.

Adviser-Hub 22nd Aug 2019

Market Updates

Global update: US/China trade war escalates

Prime Minister Theresa May finally announced that she was resigning as leader of the Conservative Party on 7 June. Her decision triggered a leadership contest alongside rising concerns over the possib...

Adviser-Hub 4th Jun 2019

Market Updates

The Week: A revival in Japan?

Against all expectations, the Japanese economy grew at robust pace of 2.1% in the first quarter of 2019.

Adviser-Hub 30th May 2019

VIDEO

Fidelity International | Dan Roberts on economic expansion and current opportunities

FundCalibre research analyst Ryan Lightfoot-Brown sits down with Dan Roberts, fund manager of Elite Rated Fidelity Global Dividend to get his thoughts on the "longest running equity bull market". You...

Fidelity International 30th Apr 2019

Market Updates

Global update: Brexit postponed…

“Brexit Day” – 29 March – came and went, but the UK remained in the EU. The UK was forced to seek an extension to the Article 50 process as Prime Minister Theresa May failed to get her Brexit deal thr...

Adviser-Hub 9th Apr 2019

Market Updates

The Week: Active vs Passive

A new report from BMO Global Asset Management has issued a major challenge to the assumption that passive funds always outperform the average active manager.

Adviser-Hub 28th Mar 2019

Market Updates

Asian Japan markets review: Subdued outlook for inflation

The outlook for Japan’s key export market appears clouded, dampened by the ongoing trade conflict between the US and China.

Adviser-Hub 25th Feb 2019

Market Updates

Video: Japan: global growth & record profits

Chris Taylor discusses the outlook for Japan, explaining why corporates are producing record aggregate profits and profits growth.

Adviser-Hub 23rd Jan 2019

Market Updates

Global update: 2018: worst year since 2008 for equity markets

2018 proved to be the worst year for global markets since 2008. The MSCI World Index fell by 10.4% over the year as a whole, dragged down by widespread economic and political concerns. Markets seesawe...

Adviser-Hub 7th Jan 2019

Market Updates

The Yield Curve: Economic Outlook for 2019

The yield curve gap has been a powerful and accurate predictor of recessions over the last 40 years. This month, we examine the recent movements in the yield curve and the implications of the shape of...

Adviser-Hub 19th Dec 2018

Market Updates

Asian Japan markets review: Japan faces economic headwinds in 2019

Japan’s economy contracted at an annualised rate of 2.5% during the third quarter of 2018, compared with an earlier calculation of -1.2%. Activity was curtailed during the year by a series of natural...

Adviser-Hub 18th Dec 2018

Market Updates

Asian Japan markets review: Natural disasters dampen Japan’s growth

Japan’s economy shrank during the three months to September, contracting at an annualised rate of 1.2%. Spending and export activity were hampered over the summer by a series of natural disasters.

Adviser-Hub 7th Dec 2018

Market Updates

Global update: Deal or no deal … or no Brexit at all?

Months of Brexit speculation and uncertainty came to a head in November as the UK and the EU finally succeeded in reaching a Brexit deal.

Adviser-Hub 7th Dec 2018

Market Updates

Inflation picks up in Japan

September 2018 as expected, the Bank of Japan kept its monetary policy unchanged in September, maintaining its short-term interest rate target at minus 0.1% and an annual target of around 80 trilli...

Adviser-Hub 5th Oct 2018

Market Updates

Global update: EU rejects Chequers plan

he possibility of a hard Brexit came more sharply into focus during September as an EU summit in Salzburg rejected Prime Minister Theresa May’s Chequers plan. European Council (EC) President Don...

Adviser-Hub 2nd Oct 2018

Market Updates

A new Prime Minister for Australia

August 2018 The share prices of larger companies performed better than their medium-sized counterparts during August. Over the month as a whole, the Nikkei 225 Index rose by 1.4%, while the Topix I...

Adviser-Hub 5th Sep 2018

Market Updates

The Week: A bumper year for global dividends, but what about the UK?

The latest statistics from the Janus Henderson Global Dividend index show payouts improving across the globe, but the UK appears a notable laggard.

Adviser-Hub 23rd Aug 2018

Market Updates

Global bond market review: Trade fears stoke bond yields

Global bond yields generally rose during July as escalating trade tensions undermined investors’ confidence. Nevertheless, despite concerns over the possible impact of the deepening trade wars, Federa...

Adviser-Hub 14th Aug 2018

Market Updates

Asia Japan markets review: Trade fears dampen confidence

July 2018 Concerns over the impact of trade wars is starting to affect confidence amongst Japanese companies, according to the Bank of Japan’s quarterly Tankan survey of business sentiment. O...

Adviser-Hub 14th Aug 2018

Market Updates

Global update: Deal or no deal?

Investors became increasingly preoccupied by the possibility of a “no-deal” Brexit during July as the UK’s Parliament broke up for the summer recess.

Adviser-Hub 9th Aug 2018

Market Updates

Global bond market review: Rising demand for “safe havens”

June 2018 Demand for investments perceived to be “safe havens” – such as US Treasury Bonds, the Japanese yen and the Swiss franc – was boosted during the month by concerns o...

Adviser-Hub 16th Jul 2018

Market Updates

Asian Japan markets review: Asian economies vulnerable to trade tensions

May 2018 Economic growth in Asian countries – particularly Singapore and Hong Kong – is still heavily reliant on merchandise exports, according to Moody’s Investors Service, and e...

Adviser-Hub 11th Jun 2018

Market Updates

Global update: Trade wars on the horizon

May 2018 Corporate news took a back seat during May as political developments directed investor sentiment. The possibility of an international trade war moved closer during the month as the US pres...

Adviser-Hub 4th Jun 2018

Market Updates

Asian Japan markets review: Yen spikes in March

President Trump’s proposed trade tariffs on steel and aluminium knocked investor sentiment in Asia during March, amid fears of a trade war.

Adviser-Hub 17th Apr 2018

Market Updates

Asian Japan market review: Asian markets weakened in February

February 2018 Like many other major equity markets around the world, stock indices in Asia fell sharply during February amid speculation that US monetary policy might begin to tighten more quickly...

Adviser-Hub 14th Mar 2018

Partner Zone

What has driven stockmarket returns and what will drive them in future?

When we look back over the past three years, investors have earned remarkably similar returns in local currency terms in very different parts of the world. UK, eurozone, Japanese and emerging marke...

Schroders 19th Feb 2018

Market Updates

Asia Japan market review: The Nikkei 225 Index hits its highest level since 1991

Following the US’s rejection of the Trans-Pacific Partnership (TPP), the remaining 11 participants have agreed to sign a trade deal in Chile in March.

Adviser-Hub 14th Feb 2018

Market Updates

It is actually different this time…

January 2018 It is actually different this time... The problem - the normal rules of engagement no longer apply While we can spend many hours contemplating the rights and wrongs of the great...

Various 23rd Jan 2018

Market Updates

The Week: What's the plan in Japan

Japan has been a big hit with investors in 2017, but we’ve been here before.

Adviser-Hub 11th Jan 2018

Market Updates

Brexit negotiations are cleared to move on

December 2017 The UK performed relatively strongly during December compared with many other major equity markets; over 2017 as a whole, however, the performance of the FTSE 100 Index was dwarfed by...

Adviser-Hub 10th Jan 2018

Market Updates

Global update: A strong 2017 for global equity markets

December 2017 Although global equity market returns were relatively muted during December, annualised performance from leading equity indices was very strong. The US, Germany, Japan, Brazil and Ind...

Adviser-Hub 10th Jan 2018

Market Updates

The Week: Gloom and gloomier

If the Chancellor’s Budget predictions for UK growth were not gloomy enough, the OECD made some even gloomier ones this week.

Adviser-Hub 28th Nov 2017

VIDEO

M&G Investments | M&G Equities Market Perspective: Time to look at opportunities in Japanese equities?

In this month’s update Ritu Vohora, M&G’s Investment Director, looks at why the case for Japan is the strongest it has been in many years.

M&G Investments 18th Sep 2017

Market Updates

Global update: Inflation remains a conundrum

Global equity markets generally rose during July, underpinned by further evidence of economic strength. Despite further political upheaval in the US, the benchmark Dow Jones Industrial Average Index r...

Adviser-Hub 3rd Aug 2017

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