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White Papers

White Papers

In-depth, expert analysis on the changing landscape of investments around the world. Leading asset managers reports uncover trends, highlight changes and consider future strategic impact.

Macquarie - In Japan, active investing amid mixed macro signals

Macquarie's Margaret MacCarthy Bacon discusses the outlook for the Japanese economy, Abenomics, demographics, and other issues, presenting pros and cons related to the investment case for Japanese equities.

Company: Macquarie
Date added: 03-09-2018
Sector: Japan

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FSB - Peer Review of Japan

This peer review examines two topics relevant for financial stability in Japan: the macroprudential policy framework, and the framework for resolution of financial institutions. The review focuses on the steps taken by the Japanese authorities to implement reforms in these areas, including with respect to the relevant recommendations in the 2012 Financial Sector Assessment Program (FSAP) report by the International Monetary Fund.

Company: Financial Stability Board
Date added: 16-04-2017
Sector: Japan

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Schroders - Outlook 2017: Japanese Equities

If the higher US interest rates and stronger dollar that have prevailed since the election are sustained, the Japanese equity market would be well supported by improved earnings expectations and extremely low longterm domestic bond yields. However, the lead up to presidentelect Trump’s inauguration in January and his initial period in office could easily see a series of unpredictable events.

Company: Schroders
Date added: 05-12-2016
Sector: Japan

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Schroders - Investing in the future: Japan's focus on sustainability

Japanese companies are increasingly thinking long term in order to thrive and grow in the future. 

Company: Schroders
Date added: 21-06-2016
Sector: Japan

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Legg Mason - Why Abe's economic revolution is helping to put the focus back on growth

After a strong year for the largest and most well-known companies in Japan, Hideo Shiozumi, manager of the Legg Mason IF Japan Equity Fund1 , expects the focus to shift to companies that can show credible strong growth, especially those in the small and mid-sized part of the market.

Company: Legg Mason
Date added: 01-12-2015
Sector: Japan

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Capital Group - Gain an advantage in Japan

In this Investment Insights paper, we examine the advantages of taking an active approach to investing in Japan. We also look at some defining features that have helped certain managers come out ahead.

Company: Capital Group
Date added: 01-10-2015
Sector: Japan

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S&P Dow Jones Indices - Factor Investing in Japan: An introduction to the S&P Japan 500 GIVI (May 2015)

The S&P Japan 500 GIVI (Global Intrinsic Value Index) is a recent addition to the S&P GIVI Series, which was launched in March 2012. With history available back to Dec. 31, 1999, the S&P Japan 500 GIVI is constructed from the constituents of the S&P Japan 500, which seeks to represent the large-, mid-, and small-cap components of the investable Japanese equity market. The S&P Japan 500 GIVI is an alternative to the S&P GIVI Japan, which is constructed from the S&P Japan BMI (Broad Market Index), giving the S&P Japan 500 GIVI.

Company: S&P Dow Jones
Date added: 15-05-2015
Sector: Japan

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