Three macro trends should shape the Japanese economy over the next couple of years.
Japan stands to benefit from Trump policies
Higher export volumes have helped Japan's economy continue its improvement, with growth of 1.0% (annualised) during the December quarter.
It has been three years since Prime Minister Shinzo Abe took office and Bank of Japan governor Haruhiko Kuroda launched his aggressive and unconventional monetary policy, characterised by the central bank's enormous balance sheet expansion.
Nikko Asset Management has expanded its global fixed income team with the hire of fund manager Holger Mertens from Lazard.
Nikko Asset Management is launching two new strategies in the UK this month, investing in global equities and multi-asset respectively.
Former Barclays UK private banking head David Semaya is to join Nikko Asset Management, as CEO Charles Beazley steps down for family reasons.