All Japan articles – Page 6
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White papers
Asset Class Return Forecasts: Q3 2018
The current global expansion is set to run until 2020, with above potential growth in most countries in 2018 and 2019. However, the global GDP growth has started to decelerate and we expect it to slow further in 2020.
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White papers
Magnify Asia: Retail
We remain positive on retail in the developed Asia Pacific markets despite headwinds from structural changes in the sector driven by the growth of e-commerce and changing consumer shopping behaviour.
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White papers
Global Economic Outlook: More of the same for 2018?
2017 was a surprisingly calm year for the global economy. Despite the economic and geopolitical concerns voiced at the beginning of the year, fears over Brexit, Chinese debt, rising populism across Europe and Trump’s legislative agenda had negligible effect on world growth.
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White papers
Economic Insights: March 2018
Economic decoupling begins: Growth should stay solidly above trend for 2018, but the world economy is no longer picking up steam.
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White papers
Holding Active Management to a Higher Standard
Data points cannot come close to telling the full story of William Blair’s approach to active management; our story is one defined by our constant evolution.
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White papers
Asia: Leading the Race to 5G
To date, this series, 5G: The Foundation for a Hyper-Connected World, has examined the transformational technology that will redefine communications and impacts on several industries. Now, in the third part of this five-part series, we begin to examine how 5G will affect various regions throughout the world. In this third paper, we look at how Asia will transform itself through 5G adoption.
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White papers
House View: 2018 Outlook
Our global growth outlook for 2018 is strong. The broad-based, synchronised upswing that began a year ago shows no signs of easing up, with above-trend growth expected to extend from the major G7 economies to the emerging markets in 2018.
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White papers
Asia Real Estate Market Outlook: January 2018
In 2018, the regional output from Asia Pacific should follow a similar pace of growth at 4.8% y-o-y, versus the expected growth from Europe at 1.9% y-o-y and from the US at 2.5% y-o-y.
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White papers
Cross Asset Investment Strategy: January 2018
Investors have enjoyed a quiet year in 2017, with few bumpier spots, overall record-low volatility and nice returns. Moving into 2018, the temptation for risk assets is still high.
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White papers
Global Real Estate Securities: 2018 Market Outlook
Our bottom-up fundamental analysis currently suggests that global REITs are priced to deliver another year of positive total returns for 2018 in the range of 8%–10%.
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White papers
Global Investment Views: January 2018
Investors have enjoyed a quiet year in 2017, with few bumpier spots, overall record-low volatility and nice returns. Moving into 2018, the temptation for risk assets is still high. The economic environment remains strong.
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White papers
The "new normal" turned into the old normal: Our economic outlook for 2018
In this year’s global economic outlook we examine the outlook for the United States and the rest of the world, ask if the coming fiscal stimulus in developed countries could boost this expansion even further, try to shed some light on how central bank attempts to normalize monetary policy might impact the stock market, and investigate the asset class implications of this cyclical upturn and of less-accommodative monetary policy.
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White papers
Abe wins: a boost for Japan
The Liberal Democratic Party (LDP) reported a landslide victory in the Lower House election, taking advantage of fragmenting in the opposition parties.
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White papers
APAC Real Estate Outlook: 2H17
Focus on value creation beyond immediate horizon, with eye on counter-cyclical strategies
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White papers
Is China’s economy turning Japanese?
Three decades after Tokyo’s property bubble burst, causing severe damage, there are fears that Beijing faces a similar fate.
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White papers
Global Investment Views: July 2017
CIO views: High conviction ideas from Amundi Global Investment Committee
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White papers
Valuations and Volatility Test Equity Investors
It’s been a really good year for equities so far. Paradoxically, this is sowing the seeds of anxiety. Valuations are higher, so people are worried about a correction. Subdued volatility has stoked fears of renewed turbulence.
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White papers
Asia Pacific Outlook: June 2017
The economic outlook for the Asia Pacific has improved, with overall regional growth estimates for 2017 upgraded slightly to 4.8% from 4.6%.
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White papers
Global Economic Outlook 2017
2016 has been an eventful year and one that many people will remember as being filled with considerable change and uncertainty.
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White papers
Trump presidency weighs on Asia-Pacific real estate
Concerns over a slowdown in Chinese economic growth have receded, but the rise of Donald Trump could present challenges for Asia-Pacific real estate markets, says Sandip Bhalsod.