The Japanese stockmarket offers opportunities for investing in growth companies that are benefiting from structural changes in business or consumption patterns, or from demographic patterns such as the ageing, declining population.
Worked at Schroders since 1981
Picking apart merger rules
We are excited and bullish about the opportunity set in Japan both from an equity and multi-asset, risk-adjusted perspective.
When it comes to the Japanese market currently, cash is in abundance, valuation metrics are not stretched and corporates have the capacity to increase returns to shareholders.