Japan

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Monetary policy Interest rates Japan Fixed income Economic cycle Inflation Volatility Quick Take
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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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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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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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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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Amar Reganti

Pasquale Pontoriero, CFTC

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Quick Take
2022-07-31
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Macro and market Asset allocation Multi-Asset Outlook Inflation Interest rates Monetary policy USA Russia Japan Equity Fixed income Multi-asset Commodities Article
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For markets, it’s complicated
As markets grapple with the war in Ukraine, inflation worries, and a host of other issues, Nanette Abuhoff Jacobson and Daniel Cook offer their thoughts on the investment implications for equities, commodities, and fixed income.
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Nanette Abuhoff Jacobson

Daniel Cook, CFA

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Article
2022-10-31
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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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Alan Hsu

Christopher Goolgasian, CFA, CPA, CAIA

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Article
2023-02-28
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Equity Inflation Global Industry Research Japan Quick Take
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Seven reasons Japanese equities are worth another look
Investment Strategy Analysts Steven Ye and Daniel Cook make their case for Japanese equities, based on valuations, the “benefits” of inflation, the potential for event-driven outperformance, and other factors that may be underappreciated by the market.
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Steven Ye, CFA

Daniel Cook, CFA

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Quick Take
2022-09-30
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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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Hideo Ueki, CFA

Megan Kelly, CFA

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Quick Take
2021-12-31
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Tech & Innovation Digital transformation Global Industry Research Innovation Japan Macro and market Information technology Equity Fundamental equity Article
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The hidden growth story in Japan tech
Learn why the hidden growth story within Japanese tech is one of our highest conviction themes, especially in the wake of the COVID-19 crisis.
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Anita Killian, CFA

Yash Patodia

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Article
2022-03-31
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Tech & Innovation Asia tech Disruption Innovation Equity Global Industry Research Japan Article
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The world’s hub of innovation
We profile Asia technology in the 2020s, outlining the long-term case for the sector after its strong rebound in recent months.
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Yash Patodia

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Article
2022-03-29
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