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.
Bond funds severely affected
2018 was a difficult period for the Japanese equity market.
Industry Voice: Japanese equities retain the characteristics that can continue to work well in 2019.