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Blossom
Insights

Bank of Japan: Governor Kuroda's Last Monetary Policy Meeting

The Bank of Japan's upcoming Monetary Policy Meeting will be the last of Governor Kuroda's tenure before Kazuo Ueda takes over his position as the new governor. In this article, Senior Strategist Katsutoshi Inadome explores the current environment of the bond market and the outlook for Japan's monetary policy.
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Japan city view night
Insights

Factor Investments: Regional Strategy Enhances Alpha

We are convinced that an investor could expect to benefit from investing in regional factor strategies, at least in Japan, that reflect the specific nature of each region instead of global factor indices aiming to benefit from factor premium with a uniform set of factors.
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Foliage
Insights

Japan's Normalisation: CEOs' interests are now better aligned with those of shareholders

In this article, Tatsuya Suzuki, Chief Portfolio Manager of the Japan Quality Growth Strategy, is interviewed by Akimichi Oi, Senior Investment Director, on the positive changes emerging in Japanese companies.
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Photograph of the Tokyo skyline
Insights

Japan After Abe's Death

The sudden death of former Prime Minister Abe was profoundly shocking and will undoubtedly have a lasting impact both culturally and politically in Japan. In this article economist Takayuki Toji discusses Abe's legacy and the potential impact this could have on the Japanese political landscape and economic policy.
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Insights

The Transformation of Japanese Companies

In the face of the changes in the external environment as a result of COVID, many transformations are taking place in Japanese companies. However, I believe that there is also a medium- to long-term structural change occurring in the background: the generational shift in the workforce has increased risk tolerance and willingness to change in Japanese companies.
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Japan city view night
Insights

The Effect of Global Inflation in Japan

Rising inflation is continuing to affect economies around the world, however the rate of inflation in Japan has been comparatively low in comparison to the US and the EU. In this article, economist Takayuki Toji examines the impact of inflation on real wage growth in Japan as well as the Bank of Japan's monetary policy.