Japanese small caps: Too many cooks
Japan has twice as many listed companies as the world’s largest equity market, and the Tokyo Stock Exchange is determined to cull the dead wood
Equities
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Janus Henderson: Global dividends reach $431.1bn in Q3
88% of companies globally either raised payouts or maintained their level
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Carne Group: Asset managers expect ‘significant increase’ to margin pressure over next two years
Traditional managers set to be hit harder, according to Q3 survey
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Small caps: The rise of the pocket rockets
Almost 200 smaller companies beat the ‘magnificent seven’ last year, despite big tech hogging the limelight
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Metal funds win out in October fund performance
Gold hitting all-time highs and silver rallying propelled precious metal strategies in the month
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Hidden gems: Five below-radar funds in the global EM sector
Spotlight on the small funds that are flying above market returns but below investors’ radars
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Beneath the bonnet: The case for Yihai International, Jollyes and EM healthcare
Three fund managers on stocks that are whetting their appetite
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Saxo: Client optimism for equity markets softens
Saxo clients expect Europe to perform the worst of all regions in Q4
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Morningstar: Why Japan is encouraging M&A activity
Deal-making in Japan will create a far more dynamic market for the years to come, writes Daniel Haydon
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Small caps: Is it time for some UK cheer?
A world in which the UK stockmarket outperforms the US seems implausible but the global economy could be lining up for a new cycle
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HSBC AM launches equal weight S&P 500 tracker
The launch follows increased demand for equal weight solutions
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Macro matters: Tokyo story
Does the longer-term Japanese narrative remain attractive for investors following a recent period of bruising volatility?