Japanese equities

Japanese stocks have lagged their global peers so far this year, as uncertainty over US-China trade frictions and the impact on the global economy have clouded the outlook for corporate earnings.

Value 'no longer the outstanding investment story'

Picture the scene. Concerned about the strength of the US dollar, President Donald Trump meets with world leaders to seal a deal to further US interests.

Headlines 'don't reflect the whole story'

Last year was challenging for Japanese equities.

Attractive dividend yields

The Japanese stockmarket offers opportunities for investing in growth companies that are benefiting from structural changes in business or consumption patterns, or from demographic patterns such as the ageing, declining population.

Will work alongside Chisako Hardie

Worked at Schroders since 1981

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