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Guide to Asia and Japan May 2017 http://www.portfolio-adviser.com 001_PA_Supp_0517.indd 1 26/04/2017 16: ...

SPONSORS Our thanks to... Publisher Last Word Media (UK) Ltd, Fleet House, 1st floor, 59-61 Clerkenwell Road, London EC1M 5LA, U ...

EDITOR’S LETTER MEET THE TEAM Head of production Caroline Howlett +44 (0)20 7065 7570 [email protected] Senior ...

4 Portfolio Adviser Guide to Asia and Japan May 2017 http://www.portfolio-adviser.com OVERVIEW LURE OF THE EAST With low correla ...

http://www.portfolio-adviser.com May 2017 Portfolio Adviser Guide to Asia and Japan 5 Most asset allocators in the UK separate o ...

6 Portfolio Adviser Guide to Asia and Japan May 2017 http://www.portfolio-adviser.com OVERVIEW macroeconomic environment within ...

http://www.portfolio-adviser.com May 2017 Portfolio Adviser Guide to Asia 7 VIEWPOINT SEEKING STABILITY P rior to the UK’s Brexi ...

8 Portfolio Adviser Guide to Asia and Japan May 2017 http://www.portfolio-adviser.com VIEWPOINT in equities, it has been overwei ...

http://www.portfolio-adviser.com May 2017 Portfolio Adviser Guide to Asia and Japan 9 SUMMARY l Asia is more politically stable, ...

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SPONSORED CONTENT Matthews Asia What is your investment approach to Asian dividends? We employ a total return approach focusing ...

‘ DIVIDEND POLICIES PUT IN PLACE BY THEIR CONTROLLING SHAREHOLDERS OFTEN HAVE TIES TO THE ORIGINAL BUSINESS FOUNDERS’ Yu Zhang, ...

SPONSORED CONTENT Matthews Asia types of businesses are a big part of our portfolio. At a sector level, this means we have a mea ...

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FIRST FOR CONTENT The appearance of Portfolio Adviser has changed to reflect our core commitment to delivering the highest-quali ...

http://www.portfolio-adviser.com May 2017 Portfolio Adviser Guide to Asia and Japan 15 SPONSORED CONTENT Nomura A s Donald Trump ...

SPONSORED CONTENT Nomura 16 Portfolio Adviser Guide to Asia and Japan May 2017 http://www.portfolio-adviser.com At the same time ...

http://www.portfolio-adviser.com May 2017 Portfolio Adviser Guide to Asia and Japan 17 “If stocks are falling dramat- ically, we ...

Our investment in King’s Cross has a strong ethos of community provision: new schools, public parks and open space. OUTCOME # 92 ...