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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

The bloc enters 2026 with better balance sheet health, savings and easing inflation, and Germany’s fiscal policy is a boost. With global earnings broadening, this represents a clear opportunity.
The US dollar has hit a post-2022 low and some countries are reducing their exposure.
This week we focus on the weekend’s Japanese elections.
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16 Februar 2026

Paul Doyle

Head of Large Cap European Equities

Europe finds its footing

The bloc enters 2026 with better balance sheet health, savings and easing inflation, and Germany’s fiscal policy is a boost. With global earnings broadening, this represents a clear opportunity.
6 Februar 2026

Tiffany Wade

Senior Portfolio Manager

Michael Guttag

Senior Portfolio Manager

Riding the multi-year waves of AI investment

The real story of artificial intelligence (AI) is the multi‑year progression of capital flows that will define which companies lead, when they lead and why.
27 Januar 2026

Joe Horrocks-Taylor

Vice President - Sustainable Research

Ploughing ahead: AgTech cultivates improved returns and reduces environmental impacts

Global agriculture faces mounting pressures – from climate change and resource inefficiencies to demographic shifts – threatening food security and profitability.
16 Februar 2026

Paul Doyle

Head of Large Cap European Equities

Europe finds its footing

The bloc enters 2026 with better balance sheet health, savings and easing inflation, and Germany’s fiscal policy is a boost. With global earnings broadening, this represents a clear opportunity.
10 Februar 2026

In Credit Weekly Snapshot – Slow dancing in a burning room

The US dollar has hit a post-2022 low and some countries are reducing their exposure.
10 Februar 2026

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Market Perspectives: Takaichi's gamble pays off

This week we focus on the weekend’s Japanese elections.

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