Deflation

Cost pressures and macro forces thrown into mix

Bouncing back from the market correction of last year, the first half of 2019 has been positive for global equities.

US rates heading below 0%

Shinzo Abe's landslide victory in last year's presidential election leaves him in an unprecedented position of power and likely to become the longest-serving Japanese premier ever.

Trade wars continue to dominate headlines. It is often the explanation behind any sell-off.

We believe Japan is slowly emerging from its long period of deflation.

Dividend yield and growth seem primed for a renaissance