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15 Juli 2025

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – July 2025

Our fixed income team provide their weekly snapshot of market events.
14 Juli 2025

Simon Morton-Grant

Client Portfolio Manager

Daisuke Nomoto

Global Head of Japanese Equities

Heitere Aussichten: Japans strukturelle Renaissance

In Japan ist gegenwärtig ein Wandel zu beobachten.
14 Juli 2025

Simon Morton-Grant

Client Portfolio Manager

Daisuke Nomoto

Global Head of Japanese Equities

Clear skies ahead: Japan's structural renaissance

Corporate reform, economic stability and attractive valuations create a compelling entry point to Japanese equities. We explain why and argue the case for an active approach.