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Insights

Japan Equities: Was spricht für japanische Aktien?

Kirschblüte, solide Autos und eine jahrtausendealte Kultur: Japan ist die viertgrößte Volkswirtschaft der Welt. Eine Reihe von Reformen bringen die Wirtschaft weiter voran.

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Aktuelle Beiträge

How geopolitical shifts and policies are shaping market dynamics.
Corporate governance reforms, capital reallocation and attractive valuations create a compelling multi-year investment thesis.
US ambitions in Greenland, and the subsequent levying of tariffs on nonsupportive European nations, have dominated headlines.
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22 Januar 2026

Daisuke Nomoto

Global Head of Japanese Equities

Simon Morton-Grant

Client Portfolio Manager

The early innings: Why Japan's structural story has years to run

Corporate governance reforms, capital reallocation and attractive valuations create a compelling multi-year investment thesis.
10 Dezember 2025

Krishan Selva

Kundenportfoliomanager

Moira Gorman

Client Relationship and Sales Director

Big, broad, innovative – the case for emerging market equities

Discussing the case for emerging market equities – including a weaker US dollar – and the potential benefits of adopting an active approach.
3 Dezember 2025

Paul Doyle

Head of Large Cap European Equities

European rally set to continue and performance broaden out

Improvements have been driven by banks and defence, and these may continue to perform, but as earnings growth rises in 2026 we expect performance to deepen.
23 Januar 2026

Rosa Fenwick

Head of LDI Implementation

Q4 2025 repo update

How geopolitical shifts and policies are shaping market dynamics.
22 Januar 2026

Daisuke Nomoto

Global Head of Japanese Equities

Simon Morton-Grant

Client Portfolio Manager

The early innings: Why Japan's structural story has years to run

Corporate governance reforms, capital reallocation and attractive valuations create a compelling multi-year investment thesis.
20 Januar 2026

In Credit Weekly Snapshot – It’s not easy being Greenland

US ambitions in Greenland, and the subsequent levying of tariffs on nonsupportive European nations, have dominated headlines.

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