And what about Japan itself?

Clearly the view a fund manager takes of Japan’s short to medium term macro prospects has a strong determining influence on their view of Japanese equities. Simon Edelsten, senior fund manager of the Artemis Global Select Fund, likes the fact that neither Japan – nor the rest of Asia – has adopted the EU’s penchant for austerity, or seen their banks have to de-lever to the same extent.

This content is only available to IPE Members

Already an IPE Member? Sign in here

Unlock your IPE Membership Package

For unlimited access to IPE’s industry-leading market intelligence, comprising news, data and long-form content on European pensions and institutional investment.

What type of organisation do you work for?

Join now

  • Secure online payment
  • Free European delivery
  • Best value for price

IPE editorial provides coverage of foreign pension funds’ experiences from which we can take ideas; we can also use it to share ideas regarding new and pioneering projects.

Ivonne Forno , CEO of Laborfonds