Section
Japan
117 posts
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…
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...
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…
Lessons from Japan
by Brian Wesbury, Chief Economist, and Robert Stein, Deputy Chief Economist, First Trust Portfolios Thirty years ago, many…
Foreign stocks aren't as foreign as you think
by Joe McNally, Russell Investments Have you ever done an inventory of the products that you use every…
What Would You Get if You Crossed Buffett, Branson, and Jobs?
by Vitaliy Katsenelson, CIO, Investment Management Associates Inc. Masayoshi Son, the Korean-Japanese, University of California, Berkeley-educated founder of…
Global Economic Outlook - July 2018
The Northern Trust Economics team shares its outlook for growth, employment, inflation, and interest rates in the U.S.,…
