All Japan articles – Page 3
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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.
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White papersSMAs are here to stay among Japanese LPs
Japanese institutions have continued to utilize separately managed accounts, or SMAs, to gain exposure to private equity. In a recent conversation with Private Equity International, Jonathan Shofet, Global Head of Private Investment Portfolios and Co-Investments, and Yoshi Yagisawa, Managing Director, Private Equity Japan Coverage Team, discussed why they believe the value proposition for SMAs is as high as ever in today’s challenging market environment.
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White papersJapan: Engaging equity opportunities in the land of the rising sun
For active stock pickers, Japanese equities could offer opportunities that are otherwise potentially hiding in plain sight. As corporate governance continues to evolve in Japan, and the doors open to a more shareholder-friendly environment, culturally aware investors who have earned the right to engage may be able to add value and unlock latent potential in the country’s stock market.
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Asset Manager NewsKGAL sells office building in London to Obayashi
KGAL Investment Management has sold the office building “60 Gracechurch Street”, with a total lettable space of 11,825 square metres, from one of its closed-end funds.
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White papersAsia ex-Japan: helping clients outperform over the long-term
A contrarian approach involves betting on assets that are not doing well for reasons we consider to be temporary, so that when they recover, we can obtain optimal results.
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White papersEconomies recover against backdrop of growing confidence
Business activity in the UK, Eurozone and Japan has been more resilient than initially expected this month, suggesting economies may escape a more severe recession.
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White papersJapanese Small Caps May Hop in the Year of the Rabbit
Despite their recent outperformance, we believe Japanese small caps have further room to run in 2023 and beyond. In this report, we highlight a few catalysts that could support earnings growth within this relatively under-researched asset class.
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White papersAPAC “Value tracks” and “value traps” in APAC
Population growth and changing lifestyles have increased the propensity to rent amongst urbanites. While the national population of Japan is declining, positive net internal migration has been driving population growth in key cities.
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White papersGoing global: Global real estate through a Japanese lens
Japanese interest rates on hold while they rise elsewhere means that hedging costs have risen for Japanese investors. Going global in real estate continues to bring benefits in terms of reducing concentration risk and tactically benefiting from markets in different phases.
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PodcastBank of Japan: The G-10 Outlier
As economies around the world are dealing with the effects of inflation, we evaluate if there are differences in how central banks globally are managing the major impact to assets.
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Asset Manager NewsGLP Strengthens ESG Performance in 2022 GRESB Assessment
Singapore, 18 October 2022 – GLP announced today outstanding results in the 2022 GRESB assessment, the leading global environmental social and governance (“ESG”) benchmark for real estate and infrastructure investments across the world. Eighteen funds across Asia, Europe and the Americas comprising 55% of GLP’s real estate assets under management and 47% of its gross floor area were submitted for assessment.
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White papersIn the demographic winter, will we prefer pets to children?
Pope Francis fears the onset of a demographic winter, in which families choose to have more pets than children. It’s a contentious view, but is it based on a clear population trend?
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White papersUniquely Japan: Navigating Asia’s largest advanced economy
Economic intricacies and structural challenges are commonplace in Japan. But looking through the lens of individual companies shines a different light on the nation.
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White papersJapan’s New Horizon in Small Caps
We believe smaller companies are poised to shine brightly in the “land of the rising sun.”
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White papersESG in Equities: Engaging for Progress in Corporate Governance
When it comes to ESG, engagement can not only bring about meaningful change, but also pave the way for value creation—as evidenced by the recent improvements in governance among Japanese corporates.
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People NewsGLP Taps Former Microsoft Executive Jennifer Weitzel to Lead Global Data Center Platform
GLP today announced the appointment of Jennifer Weitzel as President, Global Data Center Business. In her role, Jennifer will directly lead strategy, growth and operations of GLP’s data center business commencing across Japan, Europe and the Americas and partner with GLP’s IDC team in China to establish a leading global business within the data center space.
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White papersJPY: Structurally weak, cyclically blessed
Structural headwinds are strong for the yen, setting a fundamental background for the currency to stay weak. Yet a recessionary environment is a cyclical blessing – peaking growth and rates prove that the JPY is among the cleanest diversifiers – and officials may have lost their appetite for currency devaluation.
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White papersJapan senior living – A cloud of silver lining
Japan has emerged as one of the top three commercial real estate markets in the world, as a result of structural economic reforms, the launch of Abenomics in 2013, monetary expansion and flexible fiscal policy.
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White papersJapan: Land of the Rising Prices?
Japan looks set to emerge from 30 years of near-zero inflation in 2022—but are its companies able to absorb higher costs, or even re-learn the art of passing price hikes on to their customers?
