Changes are coming to our lives and world that may rival the industrial and internet revolutions. Jeremy Schwartz and Kara Marciscano discuss the BioRevolution already underway and identify the range of business sectors we believe are best positioned to benefit.
It’s the moment Japanese equity longs have been waiting for: Friday’s re-test of nearly 2-year-old resistance in the ¥113 area on JPYUSD. In less than a year, JPY has weakened from ¥103.92 to ¥113.30. Jeff Weniger discuses.
Despite a slow start, Japan’s vaccine rollout is now well underway. Jeff Weniger discusses the current state of the Japanese stock market and why it may pose an opportunity for certain investors.
When investors think of foreign small-cap equities, they often intuitively expect discounted valuations relative to U.S. large caps, to compensate for higher volatility. Jeremy Schwartz and Matt Wagner explain why Japanese small caps may deserve consideration by value-starved asset allocators.
For investors worried about low forward returns from high valuations in U.S. markets, Japanese valuations continue to present attractive relative discounts. Matt Wagner discusses.
On an all-new Behind the Markets podcast, Jeremy Schwartz spoke with Sailesh Radha, co-founder and chief investment strategist of Borealis Global Advisory, and Drew Edwards, head of GMO’s Usonian Japan Equity team, about the latest valuations across the global markets.
As U.S. valuations near two-decade highs and with the potential for a synchronized global recovery on the horizon, Matt Wagner explains why investors may want to consider Buffett’s “Buy Japan” playbook.
