GAM to distribute Japanese hedge fund for Arcus Investment
Arcus Zensen is managed by Arcus co-founder Mark Pearson
Japan
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J.P. Morgan advises caution as global risks shift
Growth gap between European and US is narrowing
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Stewart Investors launches Asia Pacific and Japan Sustainability fund
Managed by Doug Ledingham
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Franklin Templeton launches FTSE Japan ETF
Aims to encapsulate 90% of the investable Japanese equity market
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Where next for Japan’s economy and markets?
Could the economy’s unexpected shrink in Q1 derail the enthusiasm for Japanese equities?
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Value in Japan? Mispriced assets can still be found
Fund managers discuss where they are finding the most attractively-valued stocks Since Warren Buffett got involved, the world has gone crazy for Japan. The Nikkei is up 23.4% for the year to date (to 10 July 2023). That puts it 8.8%, 11.2% and 25.8% ahead of the S&P 500, Eurostoxx 50 and FTSE 100 respectively.…