Great shift in market attention from IT sectors to value stocks

Yutaka Uda looks at what is behind the recovery of the Japanese economy and why there is a return in positive sentiment in equities.

Commentaire Mensuel

Japan – on the way to recovery

Mitsuhiro Yuasa reflects on the unexpected strong market performance in August despite Prime Minister Shinzō Abe’s resignation

Commentaire Mensuel

Positive market outlook regardless of prime minister Abe’s resignation

Mitsuhiro Yuasa offers his market outlook on the back of the resignation of Japan's prime minister Abe.

Commentaire Mensuel

A fragile surface

Mitsuhiro Yuasa discusses the coming months in Japan and the potential of a return to lockdown.

Commentaire Mensuel

Change on the horizon? Japan’s « Reiwa » Era to start in May

Mitsuhiro Yuasa provides an outlook on the Japanese economy in 2019.

Commentaire Mensuel

We find and invest in growth opportunities as always. This time, it’s 5G.

Mitsuhiro Yuasa is feeling positive towards the Japanese market.

Commentaire Mensuel

Sticking with good quality and growing companies

Mitsuhiro Yuasa puts the stock market's performance in December in context and comments on the Fund's current positioning.

Commentaire Mensuel