Companies search for growth despite uncertain times

Mitsuhiro Yuasa discusses the markets rise during uncertain times.

Monthly Fund Commentary

The Storm before the Calm?

Mitsuhiro Yuasa examines the market changes in preparation for a smooth Tax Hike in Japan.

Monthly Fund Commentary

BDI recovers: Has global manufacturing bottomed out?

Yutaka Uda discusses the current Japanese economy and provides a detailed market outlook.

Monthly Fund Commentary

Federal Reserve provides a degree of certainty to market

Mitsuhiro Yuasa comments on the FRB's current monetary policy stance and the impact on Japan's economy.

Monthly Fund Commentary

Consumption tax hike unlikely to constitute risk for economy

Yutaka Uda believes that the Japanese market has the potential to catch up with other major markets.

Monthly Fund Commentary

The Fed – playing a big role for the market

Yutaka Uda provides a review of the Japanese economy and the latest Tankan Survey.

Monthly Fund Commentary

Pick up of construction orders likely to trigger an economic recovery

Yutaka Uda comments on the impact of the FY2018 supplementary budget on construction orders and their wider impact.

Monthly Fund Commentary

Change on the horizon? Japan’s “Reiwa” Era to start in May

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

Monthly Fund Commentary

Global economy to turn around from 2H 2019 onwards

Yutaka Uda comments on the importance of fiscal policies in the current economic environment.

Monthly Fund Commentary

The team continue to focus on individual growth companies

Mitsuhiro Yuasa comments on the importance of "looking at a tree not a forest".

Monthly Fund Commentary

Infrastructure spending will help the global economic recovery

Yutaka Uda comments on the Japanese FY2019 budget.

Monthly Fund Commentary

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

Mitsuhiro Yuasa is feeling positive towards the Japanese market.

Monthly Fund Commentary