Tokio Marine Asset Management

Or why I don’t see any reason not to like Japanese stocks

An underappreciated allocation opportunity

Upward price pressure may help boost corporate profits

Few individual stocks have generated as much excitement this year as the US FANGs: Facebook, Amazon, Netflix, and Google (now Alphabet).

As shareholder payouts rise to record levels, Tokio Marine Asset Management explores the drivers behind this significant corporate change and why investing in smaller cap names may be the way to maximise access to the trend.

Following a turbulent 2016 for Japanese stocks, Tokio Marine Asset Management as a locally-based bottom-up stock selector, looks ahead at what's in store for the Japanese stock market in 2017 and the potential risks we see as a growth-biased manager....

Investment Week talks to managers from our recent Funds to Watch conference about how their funds are positioned as we move into a 'post-Brexit' era, and where the best opportunities and key risks lie for investors in their part of the market.

Tokio Marine Asset Management, as a locally-based bottom-up stock selector, offers a different perspective on the widely held market perceptions of Japan and presents an alternative view which some investors outside of Japan may not have been aware of...