All Japan articles – Page 5
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White papers
Suganomics
Japan’s new prime minister could boost fiscal and growth strategies to secure his position ahead of the next general election, with a focus on digitalization and deregulation.
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White papers
Japanese employment: engaging for greater equality
Japan is renowned for its strong dedication to work and the country has one of the lowest unemployment rates in the world. Yet working hours are lengthy, there are two classes of employees and women are an underutilised force in the workplace.
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White papers
Asia ex-Japan Strategy Update: June 2020
The current economic environment is in many respects unprecedented. In the last century, perhaps with the exception of the world wars, almost all financial crises have been ‘financial’ in nature. Today’s crisis is different: it is not just about ownership or claims on assets, it is a public health crisis. When the coronavirus pandemic eventually recedes, what will a recovery in equities look like?
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White papers
Real Estate Outlook – Japan, Edition 2020
Opportunities despite traditional vulnerabilities.
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White papers
Asia ex-Japan Strategy Update March 2020
In this webinar Jonathan Pines, Lead Manager, gives an update on the Hermes Asia ex-Japan Strategy.
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White papers
Multi-asset allocation views: Could Japan outperform other equity markets?
Sunil Krishnan argues that low expectations among domestic and global investors are reflected in Japanese equity valuations, creating an opportunity for the asset class to play catch-up with the rest of the world.
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People News
Greystar Hires Akira Kosugi as Managing Director to Lead New Japan Office
Veteran Real Estate Executive to Oversee Investment Activities in the Country
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White papers
Asia Real Estate Market Outlook - December 2019
Asia Pacific real estate continues to attract strong capital inflows, with returns expected to remain resilient amid more accommodative macro policies and balanced supply and demand. This paper highlights areas of strong potential returns and resilient income, including logistics markets with more sizeable consumer bases, office properties where there is a healthy demand from growth sectors and residential in gateway cities reflecting population growth.
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White papers
An alternative approach to investing in Japan Inc
Japan is an especially rich hunting ground for equity investors looking to achieve long-term capital growth with a market neutral approach.
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White papers
Italy is the eurozone economy most likely heading for a ‘lost decade’
As Japan found out the hard way, a healthy banking sector is key to restoring health to an economy. But Europe’s third biggest economy, with its vastly undercapitalised banks, looks destined to remain in the doldrums for some time
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White papers
Economic Outlook: Japanification
Political risk is ‘trumping’ economics, with populism, disparate prosperity, and stirrings that globalisation needs to reverse all offering a paradigm shift that may prove as forceful as the fall of communism in 1989, and even the New World Order after 1945.
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White papers
Our Journey to a Sustainable Future
As investors and advisors who focus on our clients’ long-term success, sustainability is central to how we assess the risks and opportunities facing our clients.
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White papers
Savings behaviour in a low rate world: what can we learn from Japan?
We examine whether Japanese households have taken on more risk in search of higher returns, and consider the implications for other developed markets.
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White papers
Japan’s strengthening fundamentals go unnoticed
Global investors underappreciate the changing behaviour of Japanese companies, which has made them more resilient and well positioned to benefit from global reflation.
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White papers
2019 long-term capital market expectations
We believe the global growth outlook is improving, supported by fiscal stimulus around the world, the pro-growth policies of the incoming US administration and stabilized growth in China. We also see inflation hovering in the moderate zone for the next five to 10 years.
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Asset Manager News
PATRIZIA grows Asian network with acquisition of Japan-based Kenzo Capital Corporation
PATRIZIA Immobilien AG, the global partner for pan-European real estate investment, has acquired the business of Kenzo Capital Corporation, the Tokyo-based real estate advisory and asset management firm, as well as the fund management and placement activities of Kenzo Japan Real Estate GmbH.
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Asset Manager News
UBS Asset Management and APG Asset Management establish a new real estate investment club focused on the Japanese multi-family market
The Japan multi-family investment club has secured USD 175 million commitment from APG Asset Management as a strategic partner The strategy seeks to capitalise on the compelling supply-demand dynamics in key Japanese multi-family sub-markets predominantly through a build-to-core strategy
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White papers
Did Quantitative Easing Help Spur Growth?
As economies were struck down by the 2008 financial crisis, central banks resorted to quantitative easing to spur growth. Did the strategy succeed?
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White papers
Demographics key to the future of real estate
Real estate investors should focus on global demographic trends to ensure their portfolios stand the test of time.
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White papers
Japan: Mid-year Review
Despite the Japanese economy contracting in Q1 2018, following eight consecutive quarters of growth, the Nikkei started the year very strongly.