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China Equity - Global Leadership

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China Equity - Why Now

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China Equity - Intro video

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Global Equity

Asian Equity

Japan Equity

Global Equity

Asian Equity

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Insights/Global Equity

Insight/Global Equity

Equity

equity

Global Investment Committee’s outlook

SHARE THIS We expect poor 1Q24 returns for MSCI World after the 4Q23 surge, but a more positive trend for the rest of 2024. Regionally, we much prefer Japan in the year ahead. Our view on global bonds for USD-based investors is that they are preferred...

Strategic shift in Japanese equities: uncovering takeover triggers

SHARE THIS Japan's corporate governance landscape is continuing to evolve, highlighted by increases in shareholder activism and unsolicited takeover offers. The reforms initiated over the past decade have led to a more open corporate climate, and there...

Nikkei reaches all-time high: five reasons the rally will endure

SHARE THIS Despite the Nikkei reaching all-time highs in 2024, Japan is also experiencing a technical recession. Against that backdrop, Japanese Equity Investment Director Junichi Takayama offers five reasons why Japan’s economic resurgence still has...

Navigating Japan Equities: Monthly Insights from Tokyo (July 2023)

SHARE THIS As a virtuous inflation cycle helps boost stocks, this month we focus on how labour shortages could nudge Japan away from a deflationary mindset; we also assess the BOJ under a new governor, who has said that monetary policy surprises could...

Global Investment Committee’s Outlook: More “Stagflation-lite”, moderately positive on equities ex Europe, negative on global bonds

SHARE THIS “Stagflation-lite” coupled with a severe geopolitical crisis was much worse for equities than we expected, but most of the bad news is priced in, so the prospect for global economies and equities in aggregate should improve. While we expect...

Global Investment Committee’s 2022 Outlook: Continue risk-positive, especially for Japan

SHARE THIS The global economy should match the consensus for strong growth, thanks to vaccinations, continued fiscal stimulus, acceptable global geopolitical conditions, and continued low interest rates despite increasingly hawkish central banks. Such,...

From taboo to trend: the rise of shareholder activism in Japan

SHARE THIS Once considered taboo in Japan, shareholder activism has been evolving. Japanese equity market culture has been changing dramatically, enabling shareholders to be more vocal and sometimes even hostile towards the companies they invest in,...