SHARE THIS This month we assess how Japan losing its place as the world's largest creditor in fact underscores the country's transformation over the years; we also discuss the recent crude oil market disruptions from a Japanese market perspective.
SHARE THIS As always, we are focused on finding ideas that are supported by the four pillars of Future Quality investing: franchise quality, integrity of management, balance sheet strength and valuation. We expect AI, energy and defence to continue...
SHARE THIS Bottom up research focusing on competitive advantages and corporate reforms.
SHARE THIS The Australian bond market (as measured by the Bloomberg AusBond Composite 0+ Yr Index) returned 0.28% over the month. The yield curve steepened as 3-year government bond yields ended the month 4 basis points (bps) lower at 0.12%, while...
SHARE THIS The Australian bond market (as measured by the Bloomberg AusBond Composite 0+ Yr Index) returned -0.42% over the month. The yield curve steepened as 3-year government bond yields ended the month flat at 0.11%, while 10-year government bond...
SHARE THIS The introduction of the EU’s Sustainable Finance Disclosure Regulation in March 2021 will see significant changes to the way asset management is conducted. It includes new disclosure requirements for investment firms to address...
SHARE THIS Following the emergence of the new Omicron COVID-19 variant and with the World Health Organization declaring its concern, we hold a neutral view on duration in the near term and a slightly cautious stance on Asia currencies.
SHARE THIS As the exponential growth of machine learning kicks in, we believe that big technology companies with the first mover advantage in AI and high-end manufacturers of AI-focused hardware and microprocessors, notably Asian players, are in a...
SHARE THIS With slowing growth and an ongoing trade war to handle, China appears to be in a crisis management mode. However, the country is at an inflection point where major structural shifts are occurring as it strives to climb up the technological...
SHARE THIS {loadmodule custom,etf_amova} The Fund invests in shares of the component stocks in the Tokyo Stock Price Index (TOPIX) and structures its portfolio in line with the TOPIX calculation method. As a rule, by maintaining this portfolio...
SHARE THIS {loadmodule custom,etf_amova} The Fund seeks to achieve a NAV that closely correlates with the movement of the Nikkei 225 by investing in shares of the component stocks of the Nikkei 225, and maintaining, in principle, a portfolio...
SHARE THIS {loadmodule custom,etf_amova} The Fund seeks the net asset value per unit to track the performance of the Nikkei 225 by investing in shares of the component stocks of the Nikkei 225, and maintaining, in principle, a portfolio constructed...
SHARE THIS {loadmodule custom,etf_amova} The fund seeks to achieve a NAV that closely correlates with the movement of the JPX-Nikkei Index 400 by investing in shares of the component stocks of the JPX-Nikkei Index 400, and maintaining, in principle, a...
SHARE THIS {loadmodule custom,etf_amova} The Fund seeks to achieve a NAV that closely correlates with the movement of the TOPIX Ex-Financials by investing in shares of the component stocks of the TOPIX Ex-Financials, and maintaining, in principle, a...
SHARE THIS {loadmodule custom,etf_amova} This Fund seeks the net asset value per unit to track the performance of the TSE Dividend Focus 100 Index by investing in stocks and real estate investment trust securities (REITs) listed on the TSE Dividend...
SHARE THIS {loadmodule custom,etf_amova} In order to achieve investment results that track the price fluctuations of the Nikkei 225 Leveraged Index, the Fund seeks the net asset value per unit to track the performance of the Nikkei 225 Leveraged Index...
SHARE THIS {loadmodule custom,etf_amova} This Fund invests in Real Estate Investment Trust (REIT) securities and structures its portfolio in accordance with the calculation method of the Tokyo Stock Exchange REIT Index, and in principle by maintaining...
SHARE THIS {loadmodule custom,etf_amova} The Fund seeks the net asset value per unit to track the performance of the yen-converted S&P/ASX200 A-REIT Index by manly investing in the separately stipulated investment trust securities. Key information...
SHARE THIS {loadmodule custom,etf_amova} This is a Fund that invests in investment trust securities that target price performance linked to the yen-converted China Securities Index (CSI) 300 Index. The Fund mainly consists of investments in Investment...
SHARE THIS {loadmodule custom,etf_amova} This Fund seeks the net asset value per unit to track the performance of the yen-converted S&P 500 Index by mainly investing in the separately specified investment trust securities. Key information {loadmodule...
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