CT Fund Watch: IA Japan houses the most consistently performing funds in first quarter
Overall number of funds with top-quartile returns over three consecutive 12-month periods falls marginally in Q1
Overall number of funds with top-quartile returns over three consecutive 12-month periods falls marginally in Q1
Survey of 100 CIOs finds Japan, healthcare and gold received the most positive sentiment shift
Nicholas Price argues that Japan equity valuations are still undemanding
Move seen as ‘extremely significant’ for global markets
Investors have shown no signs of breaking their broader entanglement with the Magnificent Seven
Zennor, T Rowe Price and Quilter react to the Japanese index surpassing its previous highest level set in 1989
UK investors have shunned Japan for many years – but the latest IA figures show it was the third best-selling sector
33 more top-performing funds than in Q4 2022
While most global investors are struggling to look past mega-cap tech stocks, there is growing consensus more exciting sectors on more compelling valuations can be found
Short term money market brings in £650m while UK all companies loses £939m
Funds will be overseen by Joe Bauernfreund
Semiconductor and automation sectores to gain from global supply chain relocation, according to macro commentators