Navigating Japan's 'transition period'

We are excited and bullish about the opportunity set in Japan both from an equity and multi-asset, risk-adjusted perspective.

For example, we think Japanese rates and FX markets have reached levels where macro and micro trades can generate strong alpha. The five influential themes driving Asian equities Macro conditions surrounding the country indicate the economy is in a transition period from expansion to modest growth, which will continue to affect asset valuations. Structurally, we think it is one of the few markets that enables managers to exploit market inefficiencies across asset classes. We see these alpha generation characteristics arising from the depth of the market, a relative lack of inves...