January 2025
2025 Kepler Ratings
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Kings of the castle
We reveal the winners of our 2025 investment trust ratings…
08 Jan
08 Jan
Features
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SWCC Showa: rewiring Japan
Discover the company revitalising Japan’s outdated power network. And how one of the country’s rare female bosses transformed the traditionalist engineering firm into an innovation powerhouse. Financial journalist Joji Sakurai explains more...
10 Jan
10 Jan
June 2024
Blog
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Ready for lift-off?
Managers at our small-cap event discuss the potential for smaller companies…
21 Jun
21 Jun
Features
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Baillie Gifford Shin Nippon: Manager Insights
Praveen Kumar, manager of Baillie Gifford Shin Nippon, provides an update on recent performance, observations on the market environment and explains why he remains optimistic...
28 Jun
28 Jun
July 2023
Strategy
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Simply the Best
Investing in high quality companies was a successful strategy for many years, but has its time passed?
19 Jul
19 Jul
Blog
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Japan’s value shift
Global equity funds are upping exposure to Japan…
14 Jul
14 Jul
Features
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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
July 2022
Strategy
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Ingredients for success
We identify several less conventional trusts that offer strong sources of diversification to major indices…
20 Jul
20 Jul
Blog
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The mother of invention (and returns?)
Finding companies that cater to an urgent need is easier than figuring out who the next Bill Gates is going to be…
22 Jul
22 Jul
June 2022
Blog
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A balancing act
Two trusts that have made efforts to align their interests with shareholders have also produced good returns…
10 Jun
10 Jun
Fund Research
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AVI Japan Opportunity
AJOT’s activist approach has led it to generate highly idiosyncratic, sector-leading returns over the last 12 months…
29 Jun
29 Jun
Fund Research
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JPMorgan Japan Small Cap Growth & Income
Recent markets offer an attractive entry point into a strategy underpinned by Japan’s long-term structural growth opportunities…
07 Jun
07 Jun
May 2022
Blog
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Going against the grain
Overzealous selling may provide opportunities for investors happy to take on the risk…
12 May
12 May
Blog
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The Land of the Falling Yen
A cheaper currency is unlikely to change long-term trends in Japan…
06 May
06 May
Features
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Baillie Gifford Shin Nippon Investment Trust: Manager Update
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...
20 May
20 May