Japan

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474157734
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4 min
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Asset Allocation Outlook

How to evolve your portfolio for the latest market conditions? Explore the most recent monthly snapshot of Wellington Solutions' asset class views.

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4 min
Article
2027-09-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Japanese currency and American dollars. 5000 yen from Japan and some American dollars. Currency from the USA and Japan.
Article
5 min
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

JPY intervention: what makes it so important this time?

Fixed Income Portfolio Managers Sam Hogg and Ed Meyi and Investment Director Takashi Nakao explore what’s different about the unconfirmed but likely JPY intervention and why it matters for global investors.

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5 min
Article
2027-02-25
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1189936980
Article
5 min
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Japan’s factory automation sector: Poised for a significant upturn?

Global Industry Analyst Takuma Kamimura explains why he believes we’re on the verge of a multiyear cyclical upturn in the factory automation sector and why he sees a compelling outlook for select Japanese companies in particular.

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5 min
Article
2025-10-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1160370731
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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Quick Take
2021-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.