Section
Japan
118 posts
The Intersection of Political Uncertainty and Global Debt Markets
LPL Research examines political shifts and fiscal concerns in Japan, France, the U.K., and the U.S. and its impact on bond yields.
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Are rising Japanese sovereign yields a canary in the coalmine?
Head of Global Short Duration and Liquidity Daniel Siluk explains the implications the doubling of Japanese government bond yields could have on other sovereign issuers and how recent election results could exacerbate the trend.
Debt, Defense, and Denial: Why the U.S. Can’t Afford to Ignore the Fiscal Warning Signs
There’s no shortage of people warning about America’s debt problem. The real question is—why now? Why is this…
Midway Through 2025, WisdomTree Says It’s Time to Tune Out the Noise and Get Back to Basics
With so many headlines flying around—wars, tariffs, political drama—it’d be easy to lose track of what really matters.…
The World’s Shifting — Here's How Capital Group Thinks You Should Shift With It
“It feels a bit like the title of the Oscar-winning movie Everything Everywhere All at Once,” says Jody Jonsson, Vice Chair and Portfolio Manager at Capital Group
Europe Rockets, Asia Stumbles: The Global Market Plot Twist No One Saw Coming
by SIACharts.com Over the past six months, global equity markets have shown striking regional divergence, with Europe emerging…
Value Vantage Point: As Japanese companies change, investment opportunities bloom
Franklin Mutual Series remains bullish on Japanese companies embracing corporate change, underpinned by budding economic progress.
Japan’s Corporate Reforms Create a Catalyst for Equity Returns
by Zhiyuan Tao, CFA, David Wong, Bob Herr, AllianceBernstein A new culture of reform at Japanese companies offers exciting…
Trading Away From The U.S.?
by Vaibhav Tandon, Senior Economist, Northern Trust Global trade patterns are evolving. o anyone going through a breakup,…
Hitachi’s Digital Reinvention: From Hardware Giant to AI Powerhouse
by SIACharts.com Shares of Hitachi recently entered the favored zone of the newly created SIA International CDR Report,…
Buffett Steps Back, His Insights Remain
by Jeremy Schwartz, CFA, Global Chief Investment Officer, WisdomTree™ Key Takeaways At his 60th Berkshire Hathaway annual meeting,…
Tariffs: Q1 Impacts and Q2 Negotiations
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
Three Reasons we’re Overweight Japanese Equities
by Rick Friedman and John Thorndike, GMO LLC In a world of rich valuations and heightened geopolitical uncertainties,…
The 4Rs of Japan’s Equity Market Resurgence
by Stephen Way, CFA®, SVP, Head of Global & Emerging Markets Equities, AGF Investments Inc. The 4Rs of…
The Yen Strikes Back: How Japan’s Rate Moves Are Reshaping Global Markets
by SIACharts.com On July 31, 2024, the Bank of Japan raised its key interest rate to 0.25%, up…
