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.
Brits have had a long love affair with property and buy-to-let investing has been popular over the years. But it can sometimes be more hassle than it is worth. So what if you could invest in property without a mortgage, the paperwork, repairs or constant search for new tenants? That's where TM home investor comes in: it's a unique fund that invests...
Europe's a huge continent with many different economies, which means there are also any number of undiscovered companies in which to invest. James Sym, manager of Schroder European Alpha Income fund talks to us about his travels to Europe - visiting factories, as well as head quarters - to find these hidden gems. He also tells us why he thinks...
Political risk may be high but, if you can find a project with cross-party support, you can mitigate it to some extent. And that's exactly what Will Argent, investment advisor to VT Gravis UK Infrastructure Income is doing. Although the UK seems to be in political chaos, there are some areas where our politicians can find common ground. Here, Will...