Many investors are unfamiliar with a country in which a stealth equity rally is taking place
Japan
The consequences of ultra-loose central bank monetary policy
Have markets lost faith in central banks? Have their policies failed? What happens next? Mark Haefele, global chief Investment officer at UBS Wealth Management, Didier Saint-Georges, MD and member of the Investment Committee at Carmignac and Paul Lambert, head of currency, Insight Investment give their views on how investors should be reacting
Value to be found as Japan faces up to its demons
The jury may be out on Abenomics as the Japanese economy continues to struggle but equities are cheap and many predict new developments will give the stockmarket a boost
Will Abenomics finally bring an end to Japan’s lost decades?
Nomura’s Peter Jenkins and Mads Pedersen of UBS Wealth Management debate whether Abenomics will prove to be a lasting cure for Japan’s ills
Japanese company models more important than Abe’s success
Abenomics may be looking to modernise Japanese society and economy, but a number of its more innovative companies have been implementing changes for some time
Henderson still bullish on Japanese equity
With the performance of stockmarkets around the world varying hugely so far this year, asset allocation calls are crucial
Is Abenomics the right medicine for Japan’s ills?
Recent falls in Japanese equities have shaken some private bankers’ faith in the ability of Prime Minister Shinzo Abe to fix the structural problems that plague his country
Stability amid Asian uncertainty
While worries over the global economy persist, meaning allocations to cash and fixed income continue, wealthy Asian investors are looking for yield in some selective local and international markets
Private banks put brakes on inflation
With central banks prioritising growth over curbing inflation, investors are searching for safe havens in which to hide their assets from the threat of rising prices
Investors wise to be wary of false dawn in Japan
Investors should take predictions of a Japanese recovery with a pinch of salt, but skilled stockpickers can undoubtly find value among the country’s companies
Global Private Banking Awards 2023
PWM Digital Edition (June - July 2023)
Wealth Tech Awards 2023
Join our community
|
|
|
|
|