The Japanese yen was in the spotlight this week, with the exchange rate prompting ‘verbal intervention’ by the US and speculation that physical intervention – from both the US and Japan – will follow.

Global agriculture faces mounting pressures – from climate change and resource inefficiencies to demographic shifts – threatening food security and profitability.

Japans strukturelle Transformation könnte sich über Jahrzehnte erstrecken. Corporate Governance-Reformen, Kapitalumschichtung und attraktive Bewertungen schaffen eine überzeugende mehrjährige Anlagethese.