Japan’s decade of sustained momentum: is it here to stay?
We believe several catalysts are creating a paradigm change in the country: the shift from deflation to inflation, corporate governance reform and increased domestic flows.
Japan Equity: a strong track record in an exciting market
Why investors are excited about Japan and why, ahead of the launch of the Japan Equity SICAV launch, we have five unique selling points for our Japan capability.
ESG Viewpoint: A deep dive on Japan’s low carbon transition
Japan’s decarbonisation journey – we’re engaging companies on climate-related risks
Asset allocation: why we still like Japanese equities
The country has taken the latest step on its long-term path to improved corporate capital efficiency, and in a region we have long favoured we continue to see a constructive medium-term backdrop
Market Monitor – 28 July 2023
Global stock markets have had a positive week despite further rises in interest rates within Europe and the United States.
Market Monitor – 21 July 2023
Global stock markets have made solid gains this week following recent signs that inflation is starting to slow.
Market Monitor – 14 July 2023
The news that inflation is falling more sharply than expected in the world’s biggest economy has cheered investors and driven global stock markets sharply higher this week.
Market Monitor – 7 July 2023
Global stock markets have endured a turbulent week with fears of further sharp increases in interest rates sparking sell-offs on indexes in Europe and the United States.
Market Monitor – 30 June 2023
Global stock markets have made solid progress this week despite the latest positive economic data increasing the likelihood of further interest rate rises in the months ahead.
Market Monitor – 23 June 2023
A lack of positive news has resulted in widespread decline on global stock markets this week, with concerns about slowing growth and the possibility of further interest rate rises to the fore.