Opportunities and outlook for Japanese smaller companies

Jared Anderson, investment manager for Japanese equities at Baillie Gifford, talks to us about the Baillie Gifford Shin Nippon investment trust, discussing disruptive and rapid growth businesses in Japan, the ‘silver market’, and opportunities in e-commerce and software. We finish by getting Jared’s thoughts on the outlook for Japanese smaller companies.

The views of the author and any people interviewed are their own and do not constitute financial advice. However the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Before you make any investment decision make sure you’re comfortable and fully understand the risks. If you invest in fund or trust make sure you know what specific risks they’re exposed to. Past performance is not a reliable guide to future returns. Remember all investments can fall in value as well as rise, so you could make a loss.