Over 80% of active managers are underweight Japan despite strengthening fundamentals, according to GMO.
Tag: Bank Of Japan
How does Japan’s yield curve control policy shift change the outlook for Japan?
At the end of last month, the Bank of Japan surprised markets by effectively raising the threshold for 10-year JGBs in its controversial yield curve control policy. While this may seem on the face of it a headwind for the country’s soaring stock market, the reality is more nuanced.
BlackRock backs short-term bonds for the long term
The world’s largest asset manager is upping exposure to short-term sovereign bonds and downgrading credit in the long run.
HEAD-TO-HEAD: FSSA versus MFS Investment Management
FSA compares the FSSA Japan Equity fund and the MFS Meridian Japan Equity fund.
A tsunami of yen: Could a Japanese policy shift spark a global bond sell-off?
Cardano’s Corne van Zeijl and David Goldberg discuss the global impact of rising inflation in Japan.
Will Japan finally deliver or is this another false dawn?
Japan is poised to finally deliver for foreign investors due to longstanding governance reforms and a shift in monetary policy, asset allocators told FSA.
Fund managers unmoved by BOJ announcement
The Bank of Japan’s unsurprising move last Friday is a relief for banks, but fund managers are not adjusting their portfolios.
Investors cool toward BOJ-promoted ETFs
Investors are not convinced that exchange-traded funds tracking Japanese companies that invest in human capital, as promoted by Bank of Japan, are attractive.
FSA Investment Forum Singapore: Rate hikes and bonds
In a video interview, Jiek Sohn, investment director at M&G Investments, talks about the impact of the coming US rate hike on European bonds.
Pioneer: Japan likely to resume QE in last two months 2015
The Japanese prime minister’s slumping approval rate and grim Q2 GDP data is likely to push the Bank of Japan to resume monetary easing before the end of this year, Pioneer Investments said in a research note.