News & Insights

What direction will the new Bank of Japan (BOJ) Governor, Kazuo Ueda, take in regards to Japan's long-standing ultra-loose monetary policy? Katsunori Ogawa, Chief Portfolio Manager of the Sakigake High Alpha Fund, shares his thoughts.

Chief Strategist Hiroyuki Ueno shares his outlook for the Japanese economy, monetary policy and markets in 2023.

In this article, Tatsuya Suzuki, Chief Portfolio Manager of the Japan Quality Growth Strategy, is interviewed by Akimichi Oi, Senior Investment Director, on the positive changes emerging in Japanese companies.

In this article, Munehisa Matsumoto, Head of Investment Research, discusses how companies can create sustainable value through implementing their corporate purposes into business practices.

The sudden death of former Prime Minister Abe was profoundly shocking and will undoubtedly have a lasting impact both culturally and politically in Japan. In this article economist Takayuki Toji discusses Abe's legacy and the potential impact this could have on the Japanese political landscape and economic policy.

Concerns over inflation are sweeping across the globe and Japan is no exception. In this article, economist Takayuki Toji discusses the implications of rising inflation and a weaker yen on the Japanese economy.

In the face of the changes in the external environment as a result of COVID, many transformations are taking place in Japanese companies. However, I believe that there is also a medium- to long-term structural change occurring in the background: the generational shift in the workforce has increased risk tolerance and willingness to change in Japanese companies.

We asked Mr Marui, Chief Portfolio Manager of the Japan Small Cap Strategy, to share his outlook on how the market is likely to perform and which companies will be favoured by the market.