Latest investment outlook
Tournament takes place in Russia
INDUSTRY VOICE: At first glance, Japan appears to be in a sweet spot. A combination of structural reforms, a stable political environment and consistently easy monetary policy has revitalized the country's economy since 2012. The country has also become...
Stronger yen will translate into larger current account surplus
PARTNER INSIGHT: Japanese equity valuations remain attractively valued relative to the rest of the world. As shareholder friendly reform gathers pace, where are the opportunities for active managers in Japan over 2018?
10-year Treasury yield passes 3%
While many investors feel they can time markets, we try to avoid making such macro calls and attempt to identify structurally-inefficient markets.
Dan Carter, manager of the Jupiter Japan Income fund, argues that while Japan will no doubt be affected by a possible US-China trade war, the factors that make Japan an investment opportunity are largely disconnected to the actions of Donald Trump and...
How to find value in Japan
We believe Japan is slowly emerging from its long period of deflation.
Focus on financials
Japanese yen a safe haven
Japanese GDP is likely to expand an average 1.7% through March 2019. Growth should be about 1.6% in April through December this year, rising to 1.8% next January through March.
Subject to shareholder approval
It has begun. Prime Minister Shinzo Abe has started the process to reappoint Haruhiko Kuroda as governor of the Bank of Japan (BoJ) by submitting a request to the Japanese Diet.
The past year has been characterized by very large swings in market sentiment for Japan equities. Increasing market volatility has coincided with short-term news linked to both comfort with and concern for the global cycle.
Japanese equity markets have been tested by global market volatility so far this year.
Unwinding of deflation risks more worrying
Strong month for technology
Previously only run on segregated basis
Corporate governance improving
Ranking of best developed locations