Japan has always been a corporate, not an economic, revival story. Investors willing to look beyond economic data will discover a market that remains attractively valued compared to global equities and one that offers opportunities from bottom-up basis.

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Why sustainable supply chains matter for investors

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Multi asset

Why sustainable supply chains matter for investors

Making supply chains more sustainable can be a game changer for companies.

New anchors reshaping supply chains: Opportunities for investors

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New anchors reshaping supply chains: Opportunities for investors

Our pulse survey of 150 senior executives across North America, Europe and Asia ...

Japan’s small and mid-caps: An overlooked opportunity

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Equity

Japan’s small and mid-caps: An overlooked opportunity

The pressure to improve balance sheets is growing in Japan; small and mid-cap stocks ...

Investing tips for the Year of the Dragon

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Multi asset

Investing tips for the Year of the Dragon

As we usher in the Year of the Dragon, here are some investing tips to fire up your ...

6 things investors need to know about 2024

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Multi asset

6 things investors need to know about 2024

Our take on rate cuts, bonds, and the Emerging Markets.

2024 Market Outlook Highlights

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Multi asset

2024 Market Outlook Highlights

2024 will be a year of multiple transitions for markets and economies. Diversification ...

Navigating transitions. Seizing opportunities.

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Outlook

Navigating transitions. Seizing opportunities.

2024 will bring about multiple transitions. Some of the global economy’s earlier ...

Reframing globalisation

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Outlook

Reframing globalisation

Geopolitical tensions, trade barriers, and the COVID-19 pandemic fallout have ...

Rethinking the macro landscape

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Outlook

Rethinking the macro landscape

Slowing global growth and declining price pressures in 2024 could herald a turning ...