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Charles Hepworth, the Citywire A-rated investment director at GAM, tells Wealth Manager why he is sticking with Japan rather than taking profits yet.
Hepworth also shares the name of the little-known AA-rated manager through whom he is gaining exposure to Japan, and reveals what would lead him to sour on the market.
Over the past year, Hepworth has returned 9.3% compared with an average of 7.7% from his Citywire Mixed Assets Aggressive sector.
Team of four have joined from Dutch pension giant Syntrus Achmea Asset Management.
The global equity income manager has invested half of his fund here.
This week we analyse the implications of a possible rise in US interest rates, the impact of cheap oil and the European equity opportunity.
The ECB is widely expected to finally fire its QE gun this week. Carmignac's Sandra Crowl discusses the implications for the eurozone.
The credit crunch held little fear for Cerno Capital managing partner James Spence.
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