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Japan

Showing of Insights Posts
Japan Macro and market Monetary policy Inflation Interest rates Fixed income program Quick Take
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Should investors prepare for a rate hike in Japan?

Investment Directors Marco Giordano and Masahiko Loo discuss why a rate rise in Japan may occur sooner than markets expect.

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By

Marco Giordano

Masahiko Loo

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Quick Take
2024-12-31
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Japan Stewardship Equity Business practices Quick Take
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Shareholder activism in Japan: Integrating ESG within the investment process

In the final article within our series on shareholder activism in Japan, ESG Analyst Soo Ho Jung shares how the Japan equity team integrates ESG to help realize value for investors.

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By

Soo Ho Jung

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Quick Take
2024-09-30
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Economic cycle Japan Monetary policy Opportunistic Fixed Income Multi-Sector Credit Global Credit Plus Euro High Yield Global High Yield Government bonds EM debt Investment grade High yield Fixed income Equity Multi-asset Interest rates Quick Take
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How to interpret the Bank of Japan’s latest policy shift

We analyse the wide-ranging investment implications of the Bank of Japan's latest policy shift.

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By

Marco Giordano

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Quick Take
2024-08-31
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Japan Stewardship Equity Financials Telecom Industrials Quick Take
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Shareholder activism in Japan: How our engagement approach drives value

Equity Portfolio Manager Katsuhiro Iwai introduces the Japan equity investment team's approach to engagement, sharing a number of successful recent case studies.

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By

Katsuhiro Iwai, CFA, CMA

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Quick Take
2024-08-31
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Japan Stewardship Equity Impact investing Impact Quick Take
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Activism – History and evolution in Japan

Investment Specialist Toshiki Izumi examines the history of shareholder activism in Japan, with particular emphasis on the differences between current and historical attitudes toward activism.

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By

Toshiki Izumi, CFA, CMA

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Quick Take
2024-06-30
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Japan Inflation Small cap Mid-cap Equity Economic cycle Monetary policy Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Is the long-awaited change in Japan’s fortunes finally materialising?

Portfolio Manager Dan Maguire explores why Japan may finally be exiting deflation and assesses the opportunities this structural change could create for small- and mid-cap equities.

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By

Daniel Maguire

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Article
2024-04-30
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Monetary policy Currency Government bonds Fixed income Japan Interest rates Volatility Quick Take
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New BOJ governor: Dove, hawk… or owl?

Investment Director Masahiko Loo and Client Portfolio Manager Jitu Naidu discuss potential implications of the upcoming “changing of the guard” at the BOJ.

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By

Masahiko Loo

Jitu Naidu

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Quick Take
2024-03-31
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Monetary policy Interest rates Japan Fixed income Economic cycle Inflation Volatility Quick Take Alternatives
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Why global investors should watch the Bank of Japan

Macro Strategist John Butler explores why global investors should watch the Bank of Japan and what is likely to happen next.

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By

John Butler

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Quick Take
2024-01-31
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Japan Volatility Monetary policy Private pension (DB) Retirement Interest rates Quick Take
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Could Japan face a UK-style pension crisis?

Investment Director Masahiko Loo explores the risks of Japan facing a UK-style pension crisis and identifies fundamental reasons that make Japanese pension funds inherently less vulnerable. 

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By

Masahiko Loo

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Quick Take
2024-01-31
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Monetary policy Inflation Interest rates Economic cycle Currency Japan Fixed income Quick Take
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Bank of Japan policy shift: Waiting for the other shoe to drop?

Client Portfolio Manager Jitu Naidu and Investment Director Masahiko Loo share their take on the consensus view that Japan has reached several key inflection points.

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By

Jitu Naidu

Masahiko Loo

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Quick Take
2023-01-31
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Government bonds Currency Macro and market Japan Quick Take
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Will Japanese buyers look beyond USD fixed income? They may have to
With the US Federal Reserve’s (Fed’s) interest-rate-hiking cycle now underway, it’s an important time to keep a close eye on non-US buyers of US dollar (USD) fixed income securities.
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By

Amar Reganti

Pasquale Pontoriero, CFTC

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Quick Take
2022-07-31
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Climate Japan Sustainability Climate tech ESG Climate Strategy Article
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Japan rises to the challenge of climate change
Two of our climate investors explain how Japanese companies are developing innovative solutions to protect society from the effects of climate change.
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By

Alan Hsu

Christopher Goolgasian, CFA, CPA, CAIA

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Article
2023-02-28
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Japan Equity Factors Quick Take
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The fish are biting: Exploiting Japan’s inefficient equity market
Our Japanese equity team has shown Japan to be one of the world’s most inefficient markets, making it a good “fishing pond” for alpha-seeking active managers who do their homework and apply a strong investment process.
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By

Hideo Ueki, CFA

Megan Kelly, CFA

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Quick Take
2021-12-31
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