Section
Japan
143 posts
A Rare Signal: What the U.S.-Japan Currency Intervention Means for Portfolios
The yen has become a release valve. That is Bipan Rai's assessment, and the implications extend well beyond…
The Great Rotation: Momentum, Valuation, and the Emerging Opportunity Set
The investment landscape is undergoing a structural realignment — one that rewards diversification for the first time in…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Japan's Strategic Awakening: Why This Cycle Is Different
by AdvisorAnalyst.com Editorial Team Japan is no longer a single-thesis trade. That is the clearest message from Goldman…
GMO: Japan Equities
The Tide Has Turned—and It’s Still Rising
Quality's Moment: Why the Worst-Performing Style Factor May Be the Best Opportunity in Non-US Equities
by AdvisorAnalyst Editorial Team There is a paradox embedded in the current international equity landscape. The style factor…
Why Tokyo Electron’s Breakout Is Putting AI Chip Infrastructure Back in Focus
by SIACharts.com Tokyo Electron (TOELY) has continued to strengthen its standing within the SIA International ADR Index Report,…
CIO Weekly: Japan Shows Resilience
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman Japan's energy import dependence makes it one…
Rotation, Int'l Stocks, Defense-Tech, Japan, USD and the Gold Gap | Jeremy Schwartz and Jeff Weniger
Listen on The Move While everyone is arguing about AI disrupting software stocks, WisdomTree's Jeremy Schwartz and…
Rotation, momentum and geopolitical risk
In this month’s Allocation Views, healthy earnings growth is disguising a bifurcation that has resulted in particularly challenging earnings expectations for large-cap growth stocks in 2026.
When Oil Surges, the Dollar Wins: The Hidden Feedback Loop Reshaping Global Markets
by SIACharts.com For decades, advisors internalized a simple playbook: when geopolitical tension drives oil higher, rotate into gold…
Five catalysts for international value stocks in 2026 and beyond
International value stocks outpaced US equities in 2025. See the five catalysts fueling the shift—and why investors still have time to act.
Japan’s Rate Move: Assessing Risks Beneath the Surface
by Yusuke Hashimoto, Portfolio Manager—Japan Fixed Income, AllianceBernstein In January, Japanese government bond (JGB) yields leapt to levels…
Expect the Unexpected
Surprise, rather than stability, may be the defining feature of 2026 as policy volatility reshapes markets and investment opportunities.
5 keys to investing in 2026
by Martin Romo, Cheryl Frank, Pramod Atluri, Diana Wagner, and Chris Buchbinder, Capital Group After three straight years…
Good vs. Bad Steepening
by Craig Basinger, Derek Benedet, & Brett Gustafson, Purpose Investments If an inverted yield curve is a harbinger…