We ask Chisako Hardie, manager of AXA Framlington Japan fund, to explain how corporate Japan has changed over the past two decades [jump to 0:44] including how companies have shifted their business model from consumer exports to business-to-business products [jump to 3:36].
While the fund invests in companies of varying sizes it has a slight bias towards smaller companies [jump to 7:57] and focuses on long-term growth. Within this area, Chisako explains four of the key themes: Japanese food [jump to 9:42], an ageing population [jump to 10:33], automation [jump to 12:30], the increased use of electronics in cars [jump to 14:02] and why she believes they’re sustainable trends going forward.
From the luxury of Louis Vuitton to the discomfort of Ryanair - voted the UK's worst brand for customer service – Niall Gallagher, manager of GAM Star Continental European Equity, talks us through his investments. Niall also tells us why he wouldn't want to be governor of the Bank of England, why talking to former employees gives to extra insight...
Tesco has been under pressure from competitors Aldi and Lidl for sometime. But Richard Hallett, manager of Marlborough UK Multi-Cap Growth fund, believes its outlook is more positive in the short term. With every little helping in investment terms, he tells us why he is willing to take the chance on the company and explains why he tends to avoid...
Investing in assets that have lost 50% of their value could be scary stuff – but if you research them thoroughly, amongst all the rubbish you can occasionally fund something of value that has been mistakenly discarded by investors. Alastair Mundy talks to us about the loyalty of M&S customers, the quality of John Deere trackers, and tells us...