Section
Japan
137 posts
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.
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
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…
Five Questions for 2026: Where Consensus Cracks and Capital Concentrates — Carlyle
Each January, Carlyle resists the temptation1 to publish a point forecast. Instead, it asks questions—because, as Jason Thomas…
BlackRock’s 2026 Outlook: The Quiet Revolution in AI & International Equities
"At this stage, we would view bouts of AI-related market trepidation as a pause that refreshes." — Carrie…
AGF's David Stonehouse: A Narrower Path Forward for Markets
As markets head toward 2026 with momentum but less margin for error, David Stonehouse offers a clear-eyed roadmap for navigating tariffs, policy pivots, and a maturing bull market.
A Shifting Rate Landscape: Bank of Japan Forced to Tighten as the U.S. Turns Dovish
by SIACharts.com The current divergence between U.S. and Japanese interest-rate expectations is reshaping global capital flows in ways…
Goldman Sachs: What the Next 10 Years May Look Like for Global Equity Investors
Most people worry about what the market will do this month, or maybe this year. But the real…
Managers refine how they navigate AI market concentration
by Jonathan Woo, Senior Research Analyst, Russell Investments NOVEMBER 2025 ACTIVE MANAGEMENT INSIGHTS Key takeaways Global policy support…