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
We are excited and bullish about the opportunity set in Japan both from an equity and multi-asset, risk-adjusted perspective.
2018 was a difficult period for the Japanese equity market.
Holdings will need to "plough through their own furrow"
Impact on fixed income space