Section
Japan
106 posts
The Return of Japan
by Shuntaro Takeuchi, Portfolio Manager, MatthewsAsia Portfolio Manager Shuntaro Takeuchi explains how rising inflation and volatile markets may…
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...
Why Japan Appears Attractive to Equity Investors
by Grace Huang, MBA, CFA, AGF Management Ltd. Global equity markets are reeling from the prospects of tighter…
International outlook: The digital revolution goes global
by Robert Lind, Economist, & Caroline Randall, Equity Portfolio Manager, Capital Group Investors searching for reasons to increase…
International Stocks Could be Ripe for a Catch-Up Trade
by Bryce Coward, CFA, Knowledge Leaders Capital A definite feature of the last decade has been the persistent…
23 David Rosenberg: Take Off Your 'Rosie' Coloured Glasses
David 'Rosie' Rosenberg joins us for 98 minutes to discuss his latest outlook for the economy, bond and…
Don't Fear a Taper Tango – Banks Know the Fed’s Steps
by Masahiko Loo, Portfolio Manager—Japan Multi-Sector Fixed Income, and Shrut Vakil, CFA| Research Analyst—Corporate Credit, Alliance Bernstein The…
Japanization: The S&P 500 Is Tracking The Nikkei Of 1980
by Lance Roberts, RIA The question of Japanization in the U.S. continues as the S&P 500 tracks the…
6 Lyn Alden's 2021 Mid-Year Macro Outlook
Watch on Youtube Listen to the podcast Lyn Alden of Lyn Alden Investment Strategy is our guest on…
Japan Could Win a Medal in the Recovery Race
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class, Neuberger Berman A strong manufacturing base and changing…
This Summer Could Be the Start of a New Roaring Twenties
By [Toronto native] Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors A little over a hundred…
Finding Growth and Attractive Valuations in Japan’s Equity Markets
For global investors looking for strong growth profiles at attractive multiples, the Japanese market merits a fresh look.…
Japan's Markets Today
Equity price gains in Japan may be driven by innovation over the long term. Portfolio manager Shuntaro Takeuchi…
Asset Allocation: Japan Receives an Upgrade
by Kevin McCreadie, AGF Management Ltd. Kevin McCreadie, AGF’s CEO and Chief Investment Officer, discusses the AGF Asset…
On the Road to Japanification
by Eric Knutzen, CIO, Multi-Asset Class, and Robert Surgent, Senior Portfolio Manager, Neuberger Berman Sentiment around monetary policy,…
Suganomics
by Keita Kubota, Managing Director and Naoto Saito, Senior Vice President, Neuberger Berman Japan’s new prime minister could…
