Landslide Victory for Japan PM Shinzo Abe, Could Japan now be set to Outperform Emerging Markets?

Shinzo Abe Election

A landslide election victory for Japan Prime Minister Shinzo Abe on Sunday sent the yen down and stocks in Tokyo higher, with the path paved for a continuation of loose monetary policy.

With Abe now in good political shape ahead of a pending decision on nominating the Bank of Japan’s leadership, the Japanese currency slumped to its weakest since July. The nation’s two main benchmarks extended their recent rallies that sent them to the highest in at least a decade. Could Japan’s equity market now be set to outperform emerging markets? Learn more

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Market Update

News this past week

• Eurozone GDP growth outpaces expectations
• US-North Korea tensions ease
• Japan reports strong GDP growth
• UK records negative inflation in June
• President Trump disbands Business and Manufacturing forums

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PortfolioMetrix Market Review and 2017 Outlook

A large computerised display of the Brit2016 was a year dominated by political upsets and upheavals but, despite the shocks experienced – fears of Chinese debt implosion, Brexit, Trump, various terrorist attacks, Leicester City winning the Premier League – it was an extremely strong year for markets overall. In fact, one of those years that beautifully illustrates the value of ‘time in the markets’, as opposed to ‘timing the markets’.
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Weekly Market Update

News this past week

  • Oil prices rise as OPEC agrees to curb production
  • US Q2 GDP revised upwards
  • UK PM announces deadline for triggering Article 50
  • Eurozone see encouraging economic data releases
  • Japanese markets fall as deflation continues

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Global Market Outlook

Glyn Owen, Investment Director at Momentum Global Investment Management shares his views on what we can be likely to expect from global markets over the coming months.

 

Weekly Market Update

News this past week

  • US displays lacklustre jobs creation
  • Global manufacturing data yields mixed results
  • European equities rise despite political rumblings
  • Japanese equities rise over prospects of increased monetary stimulus
  • Oil weakens following stockpile data

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PortfolioMetrix: August Performance Update

Screen Shot 2016-06-21 at 13.39.15 August Overview
After an eventful few months in the UK, August was relatively quiet from a market point of view, with a large portion of Europe on holiday. For those left at their desks, the outlook for US interest rates and to a lesser extent a recovering (and then slightly fading) oil price seemed to drive most activity.

Quiet months are often good ones from a portfolio perspective, and so it proved this month too. The latest performance analytics pdf is available here and August commentary is available below. Learn more