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Masahiko Loo
Investment Director

Insights By Masahiko Loo

Showing of Insights Posts
Japan Macro and market Monetary policy Inflation Interest rates Fixed income program Quick Take
Archived info
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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Marco Giordano

Masahiko Loo

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Quick Take
2024-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Monetary policy Currency Government bonds Fixed income Japan Interest rates Volatility Quick Take
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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

event
Quick Take
2024-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Japan Volatility Monetary policy Private pension (DB) Retirement Interest rates Quick Take
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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

event
Quick Take
2024-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Monetary policy Inflation Interest rates Economic cycle Currency Japan Fixed income Quick Take
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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

event
Quick Take
2023-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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