Fund Manager, Japanese Equities
Andrew Rose explains why the geopolitical backdrop should not distract investors from positive company-level changes in Japan.
2015 has been a good year for investors in the Japanese stockmarket, but in this video fund manager Andrew Rose looks at whether the recent volatility in global markets might signal the end of the rally in Japanese shares.
Japanese equities are at 15-year highs, but does that mean the market is over-heating or are the fundamental reasons behind the rise more robust than when the market previously saw these levels in 2000? Andrew Rose, Schroders Japanese equities fund manager, investigates.
At our recent forum in Edinburgh, five leading Schroders fund managers and chief economist Keith Wade met to discuss the state of global markets and assess what lies ahead.