Japan

Average discount narrowest in 20 years

Activist investment approach

Plan to launch ESG ETFs

The stocks to remember – and the ones to forget

New and promising strategies

Thawing of geopolitical tensions behind positive outlook

Japanese equities have been sensitive to weaker global industrial demand over the past 12 months, but we expect the earnings impact from the ongoing slowdown to bottom out by the end of this fiscal year.

2019 has been a stellar year for global bond markets, as weak global economic growth and low inflation have combined with ever more accommodative central banks to push global bond yields significantly lower.

Still a good case for long-duration assets

According to latest Global Dividend Index report