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Japan

Graph of the Week – Japan’s economy and stock market go their own way
Front of mind | Article - 2 Min

Graph of the Week – Japan’s economy and stock market go their own way

Japanese stocks have remained on the front foot despite the economy contracting now for two quarters in a row, making...

CHI LO
| 19.02.2024
Weekly Market Update – Almost as good as it gets…but will it last?
Front of mind | Article - 6 Min

Weekly Market Update – Almost as good as it gets…but will it last?

With conditions in the US economy almost as good as it gets, markets have dialled back their expectations on the...

ANDREW CRAIG
| 25.01.2024
Talking Heads – The sun has risen for Japanese small caps
Portfolio perspectives | Podcast - 9:51 MIN

Talking Heads – The sun has risen for Japanese small caps

The end of two decades of deflation and wage growth have improved the prospects of the Japanese economy and with...

SHUNSUKE SEAN PARK
| 30.10.2023
Talking Heads – Indian equities could outshine other EMs
Portfolio perspectives | Podcast - 13:56 MIN

Talking Heads – Indian equities could outshine other EMs

Among emerging markets, India stands out as a potential source of outperformance as the economy looks set for a growth...

JAYESH GANDHI
+1 other(s)
| 17.04.2023
Talking heads – Bold stewardship to achieve ESG objectives
Forward thinking, | Podcast - 11:54 MIN

Talking heads – Bold stewardship to achieve ESG objectives

As elsewhere, recent years have seen a rise in the importance accorded by investors in Asia to allying their investments...

JANE HO
+1 other(s)
| 20.02.2023
Multi-asset update: Shifting out of neutral on the yen ahead of more BoJ tests
Portfolio perspectives | Article - 1 Min

Multi-asset update: Shifting out of neutral on the yen ahead of more BoJ tests

We have shifted to a modest long position in the Japanese yen against the euro in our multi-asset portfolios. The...

MAYA BHANDARI
| 20.01.2023
Asset allocation update – Japanese equities lose some of their lustre
MONTHLY
ASSET ALLOCATION
Portfolio perspectives | Article - 1 Min

Asset allocation update – Japanese equities lose some of their lustre

A darkening global economic outlook, increasingly challenged policymaking, and fuller valuations have weakened the case for our long position in...

MAYA BHANDARI
| 27.10.2022
Asset allocation update – Adjusting the short in Japanese government bonds
MONTHLY
ASSET ALLOCATION
Portfolio perspectives | Article - 2 Min

Asset allocation update – Adjusting the short in Japanese government bonds

With global inflationary pressures building fast, we remain cautious  with regard to interest rate risk in sovereign debt generally but...

MAYA BHANDARI
| 16.05.2022
Asset allocation – No surprise!
MONTHLY
ASSET ALLOCATION
Portfolio perspectives | Article - 4 Min

Asset allocation – No surprise!

Tighter US monetary policy, rising (real) yields and a correction in growth stocks. None of this is really a surprise....

DANIEL MORRIS
+1 other(s)
| 10.02.2022