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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.

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Aktuelle Beiträge

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.
A peace deal between the US and Iran should see the Strait of Hormuz reopen, which triggered a sharp selloff in the oil price and a rally in bond markets. Read on for a breakdown of fixed income news across sectors and regions.
The macroeconomic backdrop has weakened, but there is a solid base for recovery – a recovery that has been put back rather than put off.
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Verwandte Beiträge

17 Juni 2026

Tiffany Wade

Senior Portfolio Manager

David Goodman

Senior Equity Research Analyst

Beyond hype: AI benefits taking shape

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.
11 Juni 2026

Nicolas Janvier

Head of North American Equities

Neil Robson

Head of Global Equities, EMEA

Midyear Equity Outlook: Earnings strength fuels optimism

Earnings growth supports a constructive outlook for equities, with AI disruption and high levels of dispersion making diversification and careful stock selection essential.
8 Juni 2026

Simon Morton-Grant

Client Portfolio Manager

Japan – the renaissance continues

Japan equities continue to deliver double-digit returns, supported by record foreign inflows and growing AI-driven optimism across the market.
17 Juni 2026

Tiffany Wade

Senior Portfolio Manager

David Goodman

Senior Equity Research Analyst

Beyond hype: AI benefits taking shape

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.
16 Juni 2026

In Credit Weekly Snapshot – The only way is up

A peace deal between the US and Iran should see the Strait of Hormuz reopen, which triggered a sharp selloff in the oil price and a rally in bond markets. Read on for a breakdown of fixed income news across sectors and regions.
15 Juni 2026

Joanna Tano

Head of Research, European Real Estate

Alex Dunn

Research Analyst, European Real Estate

European Real Estate 2026: Half-year health check

The macroeconomic backdrop has weakened, but there is a solid base for recovery – a recovery that has been put back rather than put off.
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