Global

IIMIA'S Nick Greenwood has increased his funds' Japan weighting after a fact-finding trip to the region revealed a thriving market with massive spending.

JAPAN experts have said the country's economy is merely pausing for breath after every fund in the IMA Japan sector lost value since the start of the year.

PHILIP Ehrmann is limiting exposure to Australia in his newly acquired Jupiter Asian fund amid concerns the country is not growing at the same rate as Asia.

CHRIS Taylor, manager of the £6.8m Neptune Japan Opportunities fund, believes his lack of exposure to outperforming ‘mega caps' will pay off before the end of the year.

FUND managers have rated Brazil as an attractive place to invest because of its solid fundamentals and positive prospects.

LESLEY Kaye, GAM's investment director, admitted its Japan funds had struggled this year after the yen weakened against the US dollar - but he remains optimistic for the future.

THE long term investment environment in Asia remains positive despite recent political instability in the region, according to Baring Asset Management (Barings).

JAMES Thomson, manager of the Rathbone Global Opportunities fund, has blamed September's fourth quartile performance on the resurgence of large caps and poor performance from the gas sector.

BARCLAYS has made two of its income funds available to the retail market having initially launched them to institutional investors.

COUNTRY specific emerging markets have outperformed developed markets every year for the last decade, according to research from Fidelity.