Yuko Iizuka, Economist at Asset Management One, writes that enthusiasm amongst overseas investors for Japanese equities has gone through a sea change as Japan finally emerged from a period of negative interest rates, slow economic growth and deflationary pressures.
Jeffrey Cleveland, Chief Economist, Payden & Rygel writes that with topics like “de-dollarisation” gaining mindshare, some investors have expected the dollar to be displaced. But quitting the dollar is difficult. Arguably, the dollar matters more than ever, he says.
Michel Lowy, co-founder and CEO at SC Lowy, writes that private credit in the Asia-Pacific (APAC) region is emerging as a compelling investment opportunity, driven by a combination of structural inefficiencies in traditional banking and the region’s robust economic growth.
Silke Bernard, Global Head of Investment Funds, Linklaters, writes that it’s taken a long time – nearly nine years since the initial legislation came into effect – but European Long-Term Investment Funds appear finally to be on the point of a breakthrough.
Kristin J Ceva, Managing Director, Payden & Rygel, writes that Emerging Market Debt (EMD) has continued to develop as an asset class, bringing with it a new subset of countries—EM frontiers.
Paul Benson, head of Systematic Fixed Income, Insight Investment, writes that systematic fixed income approaches are finally hitting the mainstream. If you are starting to incorporate them, make sure your managers have a long and proven pedigree, he says.
Tim Lowe of Attestant writes that, created in 2009, bitcoin is a “Peer-to-Peer Electronic Cash System”. Vitalik Buterin extended bitcoin and launched Ethereum in 2015, a “Decentralised Application Platform”.
Rob Gardner, co-founder of Rebalance Earth, the asset manager behind the Rebalance Earth (UK) Nature Restoration Fund, writes that when we think of assets, we rarely think of trees, rivers, and seagrass.
Anton Tonev, head of strategy, Trium Larissa Global Macro writes that the weakness of the Japanese Yen (JPY) is becoming disorderly to the extent it is starting to worry the Ministry of Finance (MOF), prompting it not only to ask the Bank of Japan (BOJ) to intervene directly in the currency market but also putting pressure on the central bank to expedite and increase the pace of interest rate hikes.
Archana Jahagirdar, Founder, Rukam Capital, writes that India’s elections have generated significant international interest, with extensive analysis of what it means for one of the world’s biggest economies and for investment opportunities in India’s future.
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