Japan has always presented something of a conundrum for UK-based investors. While not short of world-class companies, returns from Japanese stocks have proven fleeting and the land of the rising sun has certainly produced a number of false dawns.
However, as we approach the mid-point of 2023, something appears to have changed. Media reports have highlighted a number of high-profile value-orientated investors on both sides of the pond who are increasing their investment in Japanese stocks. The Japanese sector is also one of the better performing sectors in the investment trust universe so far this year. So, is now the time to reassess any underweight positions to Japanese equities? Richard Aston: A postcard from Japan There are 11 UK-listed investment trusts that are focused on Japanese equities, with aggregate assets cur...
To continue reading this article...
Join Investment Week for free
Signup and gain exclusive members-only insights - all free of charge!
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes
