A fragile surface

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

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

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

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.

Monthly Fund Commentary