Section
Japan
106 posts
Is Japan in Bloom?
by Dina Ting, CFA, Head of Global Index Portfolio Management, Franklin Templeton ETFs Japan’s business and government leaders…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
The Myth of De-Dollarization
In his article, "The De-Dollarization Fairytale," Alfonso Peccatiello explores the global financial system's reliance on the US Dollar…
Will the Bank of Japan Yield on Yield Curve Control?
by Tom Nakamura, CFA®, VP & Portfolio Manager, Currency Strategy and Co-Head of Fixed Income, & Stephen Way,…
Warren Buffett Expands Focus to Japan
Warren Buffett's Berkshire Hathaway has recently increased its investments in Japan, demonstrating a shift in focus for the…
Are You Focusing on the Wrong Central Bank?
by Jeffey Kleintop, Chief Global Strategist, Charles Schwab & Company Ltd. While investor attention is on the Fed,…
One small step forward—one giant leap away from deflation in Japan
by William Chang, Institutional Portfolio Manager, Templeton Global Equity Group, Ferdinand Cheuk, Portfolio Manager, Research Analyst, Templeton Global…
David Burrows: What's What in This Stormy & Tricky Market?
Listen on The Move David Burrows, President & Chief Investment Strategist, at Barometer Capital Management joins us…
Hugh Hendry on Fed, ECB, Treasuries, Monetary Policy (Full Interview)
Hugh Hendry, founder and former CIO of Eclectica Asset Management, says the Federal Reserve is in "a fog"…
Why Japan is Ripe for Investment
by Shuntaro Takeuchi, Portfolio Manager, Matthews Asia A challenging period for Japanese growth stocks may present a unique…
Where have all the 100-yen stores gone?
by William Chang, Institutional Portfolio Manager, Templeton Global Equity Group, Ferdinand Cheuk, Portfolio Manager, Research Analyst, Templeton Global…
Re-examining Japan’s economy
by Dina Ting, CFA, Head of Global Index Portfolio Management, Franklin Templeton Exchange-Traded Funds Can Japan spur political…
GMO: Inflation in Japan Should be Cheered, Not Feared
Copyright © Drew Edwards and Rick Friedman, GMO LLC
119 Value Stocks are Back w/ Stephen Jenkins and Jackie Au, Sionna Investment Managers
Listen on The Move Every stock market correction is unique, with its own causes and consequences. There…
Japan Finally Gets Some Inflation
by Vaibhav Tandon, Senior Economist, Northern Trust Japan zero-inflation mindset is no match for today's price pressures. Inflation…
Japan Is Back on the Risk Radar
by Brad Tank, Chief Investment Officer—Fixed Income, Neuberger Berman Japan and the extreme moves in its currency are…
