All Japan articles – Page 7
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White papersAbe 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 papersAPAC Real Estate Outlook: 2H17
Focus on value creation beyond immediate horizon, with eye on counter-cyclical strategies
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White papersIs 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 papersGlobal Investment Views: July 2017
CIO views: High conviction ideas from Amundi Global Investment Committee
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White papersValuations 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 papersAsia 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 papersGlobal 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 papersTrump 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.
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White papersHouse View: Q1 2017
The Aviva Investors House View document is a quarterly publication which encapsulates the thinking of our investment professionals across asset classes.
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White papersGlobal Real Estate Securities: 2017 Market Outlook
Our fundamental approach and valuation models suggest global REITs are priced to deliver an 8.5%–10.5% total return in 2017, consisting of a 4% current dividend yield and 5%–6% growth in earnings driven by occupancy gains, higher revenue from bringing in-place rents on expiring leases to market, acquisition of new properties and the completion of existing development projects.
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White papersCross Asset: 2017 and beyond
In an ultra-low or even negative interest rate environment, maintaining an overweight stance in emerging market assets (equities, debt and currencies), in credit (vs. government bonds) still makes sense, while continuing our search for yield and spreads.
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White papers
APAC Market Outlook: 2H16
Investment opportunities and strategies linked to broad structural shifts across the APAC region likely to outperform.
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White papersHouse View: Q3 2016
The Aviva Investors House View document is a comprehensive compilation of views and analysis from the major investment teams.
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White papers
Global cities: Superior returns in top cities
The world is moving away from sovereign borders and is becoming defined by economically powerful global cities.
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White papers
Japan's negative interest rate policy: Impact on real estate
The Bank of Japan (BoJ) joined the negative interest rate club earlier this year, following in the footsteps of central banks in Europe – including the ECB, Swiss National Bank, Riksbank and Danish National Bank – and which have pushed deposit rates on bank reserves below the zero threshold, albeit to varying degrees.
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White papers
Asia Pacific Real Estate Summary: Edition 1 2016
Macro conditions have generally stabilized across APAC relative to January’s low point, which was characterized by elevated financial market volatility, falling commodity prices and declining global trade which many regional markets depend on to support activity and jobs.
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White papers
Global Economic Overview: Spring 2016
The world economy stumbled in 2015, amid weak aggregate demand, falling commodity prices and increasing economic volatility in major countries. The world GDP grew by 3.1% vs. 3.4% in 2014.
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White papers
Automation and Real Estate – the rise of the machines
This paper considers the impact of computing and robotics advances on the workforce and how this will influence real estate markets.
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White papers
Perspective: Global Volatility, The Real Economy, and Real Estate
Bouts of financial market volatility likely to return
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White papers
Global Real Estate Securities – 2015 Performance Review and 2016 Market Outlook
2015 was a challenging year for the broader markets overall as macro-economic and political events dominated news headlines causing lackluster investment performance across most asset classes around the world. The collapse in oil prices (-30.5%) played havoc on countries and currencies reliant on energy exports.
