Japan Equities: Was spricht für japanische Aktien?
Kirschblüte, solide Autos und eine jahrtausendealte Kultur: Japan ist die viertgrößte Volkswirtschaft der Welt. Eine Reihe von Reformen bringen die Wirtschaft weiter voran.
12 Juli 2024
2024年 Juli 12日
Hauptthemen
AktienJapanische Aktien
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As hyperscalers commit vast sums to data centres, the more compelling story for credit investors may be the manufacturers supplying the physical infrastructure.
Geopolitical shocks have reframed the energy transition as a question of security as well as climate. As governments seek more resilient, affordable energy systems, long-term investors can find opportunities in the infrastructure powering the shift.
Hopes of a swift resolution to the conflict in the Middle East are being challenged by recent events. We have once again seen the ‘closure’ of the Strait of Hormuz by Iran and a blockade of Iranian shipping reinstated by the US.
Senior Portfolio Manager and Head of European Equity Research Strategy
Europe’s industrial revolution brings new growth opportunities
Europe is at a pivot point, caught between geopolitical uncertainties, industrial change and an inversion of the sources of growth. Behind this volatility lies deep structural change.
AI is moving beyond the hype cycle, with real productivity gains beginning to emerge. The biggest investment opportunities may lie with companies that can translate adoption into durable competitive advantage.
Data centres: the credit opportunity beyond hyperscalers
As hyperscalers commit vast sums to data centres, the more compelling story for credit investors may be the manufacturers supplying the physical infrastructure.
Geopolitical shocks have reframed the energy transition as a question of security as well as climate. As governments seek more resilient, affordable energy systems, long-term investors can find opportunities in the infrastructure powering the shift.
Hopes of a swift resolution to the conflict in the Middle East are being challenged by recent events. We have once again seen the ‘closure’ of the Strait of Hormuz by Iran and a blockade of Iranian shipping reinstated by the US.
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