Jesper Koll / Abenomics, Japan on 25 Aug 2016

Team Abe Challenges—Incomes UP, Savings UP, but Investment DOWN

Japan’s GDP report confirmed the de facto zero-growth status of the overall economy since the start of the new fiscal year (April 1). At the same time, the details of the report highlight several forces now in play that should affect forward-looking financial markets and policy makers.  

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Jeremy Schwartz / Abenomics, Dividend Growth, Japan on 22 Aug 2016

An Outperforming Japan Dividend Growth Strategy

Prior to Prime Minister Shinzo Abe coming to power in 2013 and the implementation of his aggressive fiscal and monetary policies, also known as “Abenomics,” Japan did not compare favorably to other major developed markets in terms of shareholder rewards, either dividends or buybacks.

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Jesper Koll / Abenomics, Japan on 10 Aug 2016

From Japan, With Love—Record Buying of Global Securities

Japanese investors have been accelerating their purchases of global securities at an unprecedented pace. The recent publication of July securities transaction data suggests net buying of global securities (equities and bonds) of ¥6.37 trillion, the biggest one-month outflow on record. In our view, this suggests that domestic monetary policy is actually hitting its target of forcing unprecedented portfolio rebalancing, out of yen and into global assets.

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Jeremy Schwartz / Abenomics, Japan on 09 Aug 2016

Japan Financials Rally on BOJ Decision

Japan remains a hotly contested market, with many investors not sure what to think about the current disappointing market returns as well as the BOJ’s lack of action. Japanese financials are a sector worth considering to supplement broader market positions in Japan on sharply depressed valuations.

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Jeremy Schwartz / Abenomics, Currency Hedged Equity, Japan, Real Estate, Small Caps on 28 Jul 2016

Positioning for Japan’s Upcoming Stimulus Package

Japan is back. After being practically the worst-performing equity market in the developed world in the first half of 2016 on the back of a strengthening yen, Japan has rallied strongly from its post-Brexit bottom in anticipation of a large, creative fiscal package. 

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