In this Q&A, Junichi Inoue, Head of Japanese Equities, discusses the impact of Abenomics and the possibility of its continuation, as well as the implications of COVID on Japanese stocks.
Abenomics: more arrows in the quiver?
Abenomics: more arrows in the quiver?
In this Q&A, Junichi Inoue, Head of Japanese Equities and portfolio manager for the Japanese Opportunities Strategy, discusses the impact of Abenomics and the possibility of its continuation, as well as the implications of COVID on Japanese stocks.
Why the cyclicals rally could extend
Traditional cyclical equity market sectors could sustain their outperformance of defensive sectors and start to overtake tech, argues Simon Ward, Economic Adviser.
A 60-Second Primer on the Joe Biden Tax Plan
Tax planning strategies that can be incorporated year-round – regardless of the election outcome.
Election Insights: Options-implied analysis of US Presidential Election
After the recent party conventions, the options market continues to favour a Biden victory – but does not see his chances of winning increasing.
COVID and tech: what have we learned as investors?
In this video, Denny Fish, portfolio manager for the Global Technology & Innovation Strategy, shares his thoughts on how COVID has impacted technology and the key considerations as an investor in the sector.
Investment Trusts for Retirement Planning
A great many of us may well be in a state of denial about our financial futures and the inherent financial implications. Can investment trust-based pensions form a part of your future?
Fall Harvest: Preparing Portfolios for the Next Season
Now may be the time for investors to evaluate their portfolios and prepare for the next season.
Are we entering the next commodities supercycle?
Daniel Sullivan, Head of Global Natural Resources at Janus Henderson, discusses the factors pointing to a potential multi-year supercycle for commodities and what this means for the opportunity in resources equities.
US election insights: healthcare gains an edge
In this Q&A, Portfolio Manager Andy Acker explains how the political discourse around healthcare has shifted, with potential benefits for the sector.