October 2021
Strategy
Board games
Investment trust boards talk a good game about championing shareholders interests - but do they really deliver?
20 Oct
20 Oct
Features
The long-term trends driving Japan forward
The highly experienced team at J.P. Morgan think three key themes could generate consistent returns for investors in the region in the years to come…
19 Oct
19 Oct
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
Features
A distinct blend: sourcing income and growth in Japan
While traditionally investing has focused on income or growth, the unique structure of investment trusts can offer investors high growth and an income in one package – and in differentiated markets too…
18 May
18 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
Fund Research
Baillie Gifford Shin Nippon
BGS offers a portfolio of Japan’s fastest-growing and most disruptive companies and has generated sector-leading performance…
12 May
12 May
April 2021
Features
Tomorrow’s giants: why Japan is the next global technology hub
With the FAANGs floundering at the turn of this year, investors have been challenged by the dominance of Silicon Valley-centred stocks in their portfolios. Turning their investment lens Eastward could reveal world-leading technology opportunities...
14 Apr
14 Apr
Fund Research
AVI Japan Opportunity
AJOT’s policy of active engagement means it is primed to capitalise on Japan’s incoming governance reforms…
28 Apr
28 Apr
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
Fake news...
Small cap funds, despite their reputation to the contrary, are less volatile and have delivered better risk adjusted returns than their large cap peers...
12 Sep
12 Sep
Strategy
Bullseye
The third arrow of Shinzo Abe's grand plan, corporate reform, could have significant implications for undervalued Japanese equities...
05 Sep
05 Sep