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 Japan Small Cap Growth & Income
JSGI offers the rare combination of small & mid-cap growth potential and a decent income…
10 Mar
10 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
August 2020
Strategy
Recipe for disaster?
In this article, we assess whether the recent shift to concentrated portfolios has been beneficial or detrimental during corrections…
06 Aug
06 Aug
Fund Research
JPMorgan Japan Small Cap Growth & Income
JPS pays a dividend worth 1% of NAV each quarter…
19 Aug
19 Aug
February 2020
Strategy
The return of the activist... but not as we know it.
Why the ‘20s will go down as the decade of the corporate activist...
20 Feb
20 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
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
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
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
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