Industry Voice

Hiroyasu Sato, chief portfolio manager of the Tokio Marine Japanese Equity Focus Strategy, believes that the impact of the Abe administration/Bank of Japan's macro policy will lessen and now is the time to focus on attractive company fundamentals.

Siddharth Bhargava, research analyst, Matthews Asia

Vincent Chailley, CIO of H2O Asset Management

As equity markets trade near record highs and valuations exceed historical averages, the investing environment appears to us ripe for new sources of returns. In this environment, long/short equity strategies may be well positioned to pick winners and...