Market volatility has increased since Prime Minister Shinzo Abe postponed a planned consumption tax increase and called for a snap general election, but Schroders said equity markets are supported by expected corporate earnings growth.
Tag: Japan
Richard Jeffrey bond markets
Apprehension concerning overall growth prospects has knocked inflation expectations in recent weeks, exacerbated by falling energy prices and disinflation in the eurozone.
Robin Geffen Japan comment
While ‘momentum investors’ are pushing into the market, others are more sceptical about the immediate impact of Abenomics.
GPIF from bonds to equities
Japan’s $1.2 trillion Government Investment Pension Fund plans to dramatically increase domestic and foreign equity exposure while cutting positions in domestic bonds.
Matthews Asia on an awakening Japan
According to Yu Zhang, manager of the Matthews Asia Dividend strategies, Japan today represents a particularly interesting investment study for dividend investors.
Small caps
Often overlooked, small cap equities have historically outperformed large caps and offer alpha opportunities that mid-large caps do not, according to BNY Mellon’s Mark Speciale.
Robeco Group outlines Japan expansion plans
Netherlands-headquartered Robeco Group has unveiled its strategy to set up full-scale operations and expand its asset management business in Japan.
PineBridge Japan names deputy president
PineBridge Investments has appointed Kikuo Shirose to the new role of deputy president of Japan business.
Pictet beefs up on energy stocks
The energy sector presents a buying opportunity as geopolitical risks remain high while energy stock valuations are relatively low, according to Pictet Asset Management.
Asian pension fund declines
Depreciation of the Japanese yen and a bias toward Asian equities were factors in the decline of Asian pension fund assets last year.
