All Japan articles – Page 2
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White papersMacroeconomic and financial market forecasts - February 2024
Macroeconomic forecasts as of 2 February 2024
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White papersCross Asset Investment Strategy - February 2024
Topic of the Month - Japan equity: top performer in 2023; remains attractive option for 2024
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White papersJapan equity leadership continues
Japanese equities continued their strong performance in 2024, reaching their highest levels in 34 years. The recent trend has also benefitted technology shares supported by a solid economic outlook.
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VideoAsia ex-Japan: Finding value in an undervalued opportunity set
The Asia ex-Japan region provides the perfect environment for our team of contrarian stock pickers.
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White papersJapan’s equities surfing on the end of deflation
”Japanese equities may further benefit from the major transformations in the country’s economy and markets.”
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Asset Manager NewsDeka Immobilien sells retail property at a profit in Japan
Deka Immobilien has sold a retail property in Tokyo. Don Quijote Co. Ltd. acquired the property from the portfolio of the open-ended real estate fund Deka-ImmobilienGlobal. The parties have agreed not to disclose the sale price.
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White papersNew dawn for Japanese equities
Japanese equities are on the cusp of a new era, with two key developments forcing companies to rethink how they do business – for the better.
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Asset Manager NewsAlyssa Partners and Invesco Real Estate acquire a portfolio of 15 residential properties in Japan
Alyssa Partners and Invesco Real Estate, a global real estate investment manager, today announced that they have acquired a portfolio of residential assets located in Japan from a major Japanese real estate developer in a joint venture deal. For Invesco, the acquisition was made on behalf of the firm’s core investment program in the region.
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White papersJapan Insights - Real estate markets: a watershed year in the making
Japan is at the critical juncture of breaking out from its three decades of stagnation. Nominal growth is returning. The outlook is not set in stone, but the current wage-price dynamics look promising and supportive. We expect any policy adjustments during this transition period to be slow and steady.
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Asset Manager NewsIvanhoé Cambridge and Shea Properties Celebrate Completion of Sixth & Jackson in San Jose’s Japantown
The two-building project delivers 518 residences and 19,000 square feet of accompanying ground floor retail space, alongside a recently debuted community park that embodies the region’s cultural significance
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White papersJapan: Unlocking Hidden Value Through Engagement
Reforms could continue to drive performance, particularly in a small to midcap space that is ripe for engagement-driven capital efficiency gains.
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White papersJapanese reforms ignite investor optimism
The Japanese stock market has enjoyed a resurgence in recent months due to corporate governance reforms and a renewed focus on shareholder value. Shoa Hirosato and Haonan Wu explain some of the key changes and the likely benefits for investors.
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White papersReport Public Engagement Report Q2 2023
The Q2 Public Engagement Report from EOS at Federated Hermes takes an in-depth look at the potential dangers posed by forever chemicals and synthetic pesticides. Plus, Japanese corporate governance reforms and voting season highlights from North America and Europe.
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VideoMegatrends – Non-US
(2:26) Client Portfolio Manager, Nicole Vettise considers why looking outside the US to regions like Japan could yield fresh opportunities.
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White papersA deeper dive into investor engagement with Japanese corporates
Investors in Japanese equities who have earned their credibility through a deep understanding of Japan’s cultural and corporate landscape could find themselves in a unique position where they may add value to companies through engagement. Here we look at two case studies.
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Asset Manager NewsSC Capital Partners, ADIA and Goldman Sachs Asset Management acquire 27-hotel portfolio in Japan
Singapore-headquartered private equity real estate firm SC Capital Partners Pte Ltd (SCCP) has formed a consortium with a wholly-owned subsidiary of the Abu Dhabi Investment Authority (ADIA) and Goldman Sachs Asset Management, which has acquired a portfolio of 27 resort hotels in Japan from Daiwa House Industry, a Japan-based home construction and real estate development company.
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White papersJapan Development Partners IV acquires prime land site in Greater Tokyo for new mega-scale ALFALINK industrial park
GLP ALFALINK Akishima will be the first ALFALINK park to be developed in Tokyo prefecture
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Asset Manager NewsJapan Income Fund grows to JPY 453 billion in capital commitments
Japan’s largest private open-ended logistics real estate core fund continues to attract capital from domestic and global investors
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PodcastThe Many Facets of Japanese Investing
Japan, an outlier across the G10 nations, is truly an intriguing economy. While rates continue to remain high in many other developed markets, the Bank of Japan still employs its accommodative monetary policy and sees a lower impact of inflation. Given this unique backdrop, what can Japan offer to its investors?
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White papersInflation: Tracking the changing trajectory of Japan’s property market
In recent years Japan’s property market has benefited from a benign environment of ultra-low interest rates – but inflation could change this long-entrenched trajectory. Despite this, Regina Lim, Head of Asia Pacific Research at M&G Real Estate, believes the Japanese property market offers opportunity, with the multi-family residential and logistics sectors set to benefit from long-term trends.
