Japanese equities

Stockmarkets finish 2019 at three-year highs

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.

Two Luxembourg-domiciled UCITS funds

Japanese stocks have lagged their global peers so far this year, as uncertainty over US-China trade frictions and the impact on the global economy have clouded the outlook for corporate earnings.

Value 'no longer the outstanding investment story'

Picture the scene. Concerned about the strength of the US dollar, President Donald Trump meets with world leaders to seal a deal to further US interests.

Headlines 'don't reflect the whole story'

Last year was challenging for Japanese equities.

Attractive dividend yields

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.