June 2021
Strategy
Fortune favours the brave (sometimes)
Our research suggests wide discounts often herald high NAV returns too…
02 Jun
02 Jun
News
Results analysis: JPMorgan Japan Small Cap Growth & Income
JSGI generated returns far in excess of its benchmark over its 2021 financial year. Thanks to its dividend policy JSGI also offers the highest yield in the sector….
23 Jun
23 Jun
May 2021
Strategy
Vive la revolution
For thirty years quality has had a structural tailwind; but revolt is in the air and value is on the barricades…
05 May
05 May
Head to Head
Stand and deliver
Is a high OCF daylight robbery or should investors keep calm and carry on? Our analysts debate the perennial question…
26 May
26 May
Features
Baillie Gifford Shin Nippon – Manager Insights
Praveen Kumar, investment manager of Baillie Gifford Shin Nippon PLC gives an update on the performance of Shin Nippon over the past year and shares the team’s views on the long-term outlook for Japanese smaller companies. Capital at risk.
14 May
14 May
Features
Japan from a distance
Banned from travelling during the pandemic, Matthew Brett, manager of The Baillie Gifford Japan Trust, explains why distance needn’t mean disadvantage.
12 May
12 May
March 2021
Strategy
Strength in depth
UK Equity Income trusts have done a heroic job of maintaining their dividends through the pandemic...
03 Mar
03 Mar
REPLAY
Slides and Audio: JPMorgan Japan Small Cap Growth & Income
Download the presentation and listen to the audio from our 'Ideas for your ISA' Spring Conference on 02 March...
04 Mar
04 Mar
Fund Research
JPMorgan Japanese
JFJ continues to be at the heart of Japan’s new growth, with a portfolio of quality growth stocks that has delivered long term outperformance…
31 Mar
31 Mar
Fund Research
CC Japan Income & Growth
Offering the highest yield in the sector, CCJI focusses on quality Japanese companies capitalising on corporate reforms...
16 Mar
16 Mar
December 2020
Strategy
Can you teach an old dog new tricks?
Cheap companies in Japan are drowning in what cheap companies elsewhere would kill for: buckets of cash…
02 Dec
02 Dec
Features
Japan's Great Wave of Change
In Japan, crisis often sparks accelerated change and innovation. Praveen Kumar, manager of Baillie Gifford Shin Nippon, talks about the upstarts making inroads...
02 Dec
02 Dec
June 2020
Events
Deep impact
Audio and presentations from our conference this week, where fifteen of the world's best fund managers described a profoundly altered investment landscape...
05 Jun
05 Jun
Features
A different approach to Japan
Schroder Japan Growth offers a solid yield and a crisp focus on valuation which differentiates it from its peers...
04 Jun
04 Jun
Fund Research
CC Japan Income & Growth
With the highest yield in its sector, CCJI aims to take advantage of long-term shifts in the way Japanese companies are managed...
30 Jun
30 Jun
February 2020
Fund Research
JPMorgan Japanese
JFJ invests in high-quality Japanese companies with structural growth drivers…
19 Feb
19 Feb
Fund Research
Aberdeen Japan
AJIT’s dividend will be significantly higher going forward…
13 Feb
13 Feb
Fund Research
JPMorgan Japan Small Cap Growth & Income
Investing in high-growth potential opportunities, with a new dividend policy...
05 Feb
05 Feb
December 2019
Features
Japan's cutting edge
The qualities that give the best companies their advantage are not always obvious. Praveen Kumar, manager of the Baillie Gifford Shin Nippon investment trust and deputy manager of the Baillie Gifford Japan Trust, outlines the ingredients of lasting success...
12 Dec
12 Dec
Fund Research
AVI Japan Opportunity
AJOT invests in Japanese small caps, taking advantage of extremely low valuations and using shareholder activism...
04 Dec
04 Dec