Japanese small caps have been one of the best performing equity classes in the world over both a 10 and a 20-year time horizon. In local currency terms, Japanese small caps have matched the S&P500… Read the article
In this month’s video Ritu Vohora, Investment Director, looks at the record levels of support from central banks and governments, and asks could the pandemic prompt an alteration in the capitalist model and act… Read the article
The last week of June saw the conclusion of an eight month boardroom battle at LIXIL, one of Japan’s largest building material and equipment businesses. The outcome – the return of ousted former… Read the article
As the Heisei era comes to an end, the era of Reiwa will soon start in an unusual fashion. Japan will be steeped in a mood of jubilation for its new emperor, rather than mourning… Read the article
Last month (June 2018), the Japanese Financial Services Agency rolled out the first revision to its Corporate Governance Code. The improvement in corporate governance in Japan has played a big part in the Abenomics Japanese… Read the article
It’s good to talk….
There are many different ways to form an investment view on a company. As my colleagues Dan White and Matt Cable discussed in a recent blog meeting company management can be both… Read the article
Company boardrooms have undoubtedly evolved over the past twenty-odd years, but the human characteristics and traits needed to be an effective board member remain largely unchanged. A lot can be achieved with trustworthy, capable individuals,… Read the article
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OKWelcome to the M&G Multi Asset Team’s Allocation blog, previously known as the Episode blog. We have changed the name of our blog to resonate better with our readers in Europe, however, the content and purpose of the blog has not changed. The Allocation blog continues to aim to provide unique market perspectives from our dedicated team of experienced asset allocators.
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