Japan’s decade of sustained momentum: is it here to stay?

Busy tokio street

We believe several catalysts are creating a paradigm change in the country: the shift from deflation to inflation, corporate governance reform and increased domestic flows.

ESG Viewpoint: een ‘deep dive’ in de transitie van Japan naar koolstofarm

Traject CO2-afbouw Japan gaat gepaard met de nodige uitdagingen, wat leidt tot belangrijke onzekerheid bij beleggers. Ontdek hoe wij via engagement met bedrijven die onzekerheid omgaan.

Japan Equity: a strong track record in an exciting market

Tokyo skyline

Why investors are excited about Japan and why, ahead of the launch of the Japan Equity SICAV launch, we have five unique selling points for our Japan capability.

ESG Viewpoint: A deep dive on Japan’s low carbon transition  

Japan’s decarbonisation journey – we’re engaging companies on climate-related risks

Asset allocation: why we still like Japanese equities

Woman stood in City landscape

The country has taken the latest step on its long-term path to improved corporate capital efficiency, and in a region we have long favoured we continue to see a constructive medium-term backdrop

Berkshire Hathaway ups the ante on Japan

Japanese street

Why we’re excited about the opportunity set of inexpensive quality businesses in Japan – and Warren Buffet is too

Identifying key sustainable themes for 2023 and beyond

Electric vehicle charging

The desire for energy security coupled with decarbonisation means there is now a sense of urgency around a green transition.

Investment team updates – Market updates 1 April 2022

MarketUpdates

Latest news from around the investment desks.

Solutions Enhanced: Capital Market Assumptions 2022 Making a transition

A stack of coins against a background of charts and figures

The end of 2021 saw a continuing reminder of the impact of coronavirus, inflation occurring in major economies, and the world waking up to the stark choices presented by the climate emergency. We set out the expectations for what all this could mean for investors over the next five years and in the longer run. These capital market assumptions form the base case we use when constructing strategic asset allocations for clients.

Investment team updates – Market updates 4 March 2022

MarketUpdates

Latest news from around the investment desks.