Section
Japan
118 posts
Three Portfolio Takeaways Inspired by Buffett
by Brian Manby, CFA Associate, Investment Strategy, WisdomTree Key Takeaways Buffett’s growing cash reserves signal caution in an…
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...
Red Waves and Bond Graveyards: The Fed’s Nightmare in Trump’s America
by Pierre Daillie, Managing Editor, AdvisorAnalyst.com
"What are they supposed to do now?" muses Gavekal.1 In a week filled with post-election jitters and bond market bruises,...
China vs. Japan: A Battle for the Sharpest Equity Market Turns of 2024
by Key Takeaways August and September 2024 saw dramatic shifts in Japan and China’s equity markets, with Japan's…
60/40? A Second Opinion from GMO's Ben Inker
Join hosts Mike and Audrey in this first episode of Insight and Opinion as they explore the evolving relevance of the classic 60/40 portfolio strategy. They dive into Ben Inker's critical analysis from GMO1, which highlights the '60/40 autopilot problem' and proposes the Benchmark-Free Allocation Strategy (BFAS) as an adaptive investment approach.
From Flash Crash to Bullish Breakout: CI Japan Equity Index ETF's (JAPN.TO) Triumphant Rise
by SIACharts.com The Japanese Equity ETF (JAPN.TO) has performed well within the SIA Hypothetical 5 CAD ETF Sector…
SocGen's Albert Edwards: Why August turbulence might not yet be over
SocGen's Albert Edwards points out that the turbulence in equity markets may not yet be done in his…
Why Japan Bounced Back
by Keita Kubota & Kei Okamura, Portfolio Managers, Neuberger Berman A huge market shock and a prime Minister…
Why Japan May Be the Next Semiconductor Powerhouse
by Grace Huang, Senior Analyst, AGF Investments Japan’s equity market has been hit hard by the recent correction…
Reversal of fortune
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Strong stock rally - After a sharp decline…
Why the recent market correction may have been an overreaction
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Bank of Japan - The Bank of Japan…
Carry Trade Unwind: Is It Really Over?
by Jeffrey Kleintop, Chief Global Market Strategist, Charles Schwab & Company Having been warned about the risk, investors…
Yen Carry Trade Blows Up Sparking Global Sell-Off
by Lance Roberts, RIA On Monday morning, investors woke up to plunging stock markets as the “Yen Carry…
What investors need to know about stock market corrections
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Market corrections are common - Since the early 1980s,…
The Nikkei Has Room to Run
by Jeff Weniger, CFA Head of Equity Strategy, WisdomTree Key Takeaways The Nikkei 225 reached an all-time high…
As global economies diverge, where are the investment opportunities?
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Interest rates - While the Bank of Canada…
