Topix hits 30-year high as PM Suga announces resignation
Daisuke Nomoto examines the events that have seen Yoshihide Suga resign as PM, looks at the potential candidates to replace him, and the implications of each for the market.
Is Japan really a disappointing equity market?
Alex Lee challenges the country’s reputation as poor for equities, examines its performance over the past decade and outlines why he thinks Japan’s long-term prospects remain favourable.
Japan: Olympic host’s equity market is uniquely positioned
With the Tokyo Olympics scheduled to take place later this month, all eyes will be on Japan this summer.
Japan’s software revolution is making up for lost time
Despite being a global hardware leader, Japan is behind the curve on software. However, the use of software solutions by companies is at last picking up pace
Sustainable aviation fuel is ready for take-off
The aviation sector consumes around 8% of all oil. How realistic are attempts to reduce emissions through the use of sustainable aviation fuel?
Covid-19 index: when might life return to ‘normal’?
With every country attempting to return to normality following the coronavirus pandemic, we are monitoring US economic activity as well as other measures of ‘normality’ such as entertainment and leisure, high street shopping, and schools reopening.
Style rotation towards value is a temporary phenomenon
William Davies, Chief Investment Officer for EMEA and Global Head of Equities, discusses the recent style moves within markets
CIO EMEA outlook 2021 – knowns and unknowns after a tumultuous year
We see three themes dominating 2021: the development
of a Covid-19 vaccine; the political make-up of the US
following the November election; and Brexit.
What the US election means for markets… and what it doesn’t!
The election cycle will increase short-term volatility, but we don’t believe it will have much influence on market averages over the long term.
Investment team updates – bullet points 4 September
Find the latest key market updates regarding the following asset classes: Fixed income, European equities, US equities, Japanese equities, Global equities, Multi-asset.