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News
[EXTERNAL LINK] SuMi TRUST AM's Senior Strategist, Katsutoshi Inadome, features in Investment Week and discusses Japan's lack of high yield bonds amidst the Bank of Japan's current policies.
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News
Market Review for September 2023
Date: 4th October 2023
The Japanese equity market saw TOPIX hit its highest level since March 1990, while the Nikkei 225 slid for the third consecutive month. Expectations for further US rate hikes fell in the first half of the month, providing a boost for Japanese equities. However in the second half of the month the Federal Open Market Committee members raised their policy rate projections amidst strong US economic indicators, causing Japanese equities to slide.
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News
Business Confidence Up Among Japan's Big Manufacturers
Date: 4th October 2023
[EXTERNAL LINK] Hiroyuki Ueno, Senior Economist at SuMi TRUST AM, recently shared his perspective on the Bank of Japan's Tankan survey and the increase in business confidence in Japan.
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Insights
The Future of the Gaming Industry
Tatsuya Suzuki, Chief Portfolio Manager – Japan Quality Growth Strategy
Date: 20th September 2023
Coffee Break Column: Tatsuya Suzuki, Chief Portfolio Manager of the Japan Quality Growth Strategy, discusses the future of the gaming industry and stocks which stand to benefit from the future technological developments emerging in the industry.
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Insights
Foreign Investors Have Begun Increasing Exposure to Japanese Stocks
Akimichi Oi, Senior Investment Director
Date: 19th September 2023
Senior Investment Director at SuMi TRUST, Akimichi Oi, Foreign Investment in Japan and why he believe the recent increase is only the beginning.
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News
How Japan is Bridging the Gender Gap
Date: 13th September 2023
[EXTERNAL LINK] SuMi TRUST AM's Senior Stewardship Officer, Masaru Okubo, discusses how Japan is addressing the gender gap.
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News
SuMi TRUST CEO Yoshio Hishida on Japan's Unique Position
Date: 11th September 2023
In this article with IPE Yoshi Hishida, CEO of Sumitomo Mitsui Trust Asset Management, talks with Christopher Walker about the future of SuMi TRUST and its focus on retail and attracting international capital.
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News
Market Review for August 2023
Date: 4th September 2023
The Japanese equity market saw TOPIX increase by 0.4% and the Nikkei 225 slide by 1.7% in August. In the first half of the month, concerns over rising long-term US interest rates and China’s economy weighed on Japanese equities. However in the second half of the month Japanese equities rebounded following the positive performance of US semi-conductor stocks.
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News
SuMi TRUST’s Suzuki: Using Japanese Stocks to Capture India’s Growth
Date: 29th August 2023
[EXTERNAL LINK] In this article with Portfolio Adviser, Tatsuya Suzuki, chief portfolio manager of the Japan Quality Growth Fund, discusses how investors can overcome barriers to entry to capitalise on India’s growth.