Industry voice: Interview with the manager
In this Indusrty Voice interview, Catherine Doyle head of DC (UK) at BNY Mellon Investment Management poses questions to Paul Flood, lead manager of the Newton Multi-Asset Diversified Return Fund.
View ArticleDividends in Japanese equity market
The subject of dividends is very topical right now in Japan with companies under pressure in Japan to give money back to the investors, but Tokio Marine are more interested in growth, with the...
View ArticleImplications of China’s economic situation
Compared to the current market consensus, Tokio Marine is more sanguine over Chinese economic progress and suggests that there are parallels with Japan in the 1970s, when domestic consumption drove the...
View ArticleDomestic players are now transforming to new exporters
Talk exporters and Japan and everyone imagines cars and electronic goods, but today domestic consumer staples companies have transformed themselves into exporters, looking to supply the new emerging...
View ArticleMacro vs Micro
Corporate earnings remain robust in Japan despite the relatively poor economic record, and the gap is growing. This is the factor that investors need to concentrate on with Japanese equities.
View ArticleConcentrated portfolio: how to become a winner in this challenging market
The difference between winners and losers in japan will be clear given GDP growth expectations in the low single digits. A concentrated strategy – looking at a portfolio of at most 40 companies – will...
View ArticleActive vs Passive: widening dispersion between the macro and micro conditions...
The active versus passive argument rages in Japan as elsewhere. Tokio Marine believe that picking the winners is becoming ever more important in the Japanese equity market and it means investors should...
View ArticleValuation in Japanese equity market
Equity valuations in Japan has been struggling over the past three years, and took another dip down over the past summer, but if you can find the right companies it provides investors with an...
View ArticleWhy it's good to be selective: Strategic Bonds
With strategic bond funds, you need to look carefully at the ingredients. Not all fixed income markets behave in the same way and the performance between them differs significantly. Actively allocating...
View ArticleDynamic real return reaches three-year milestone
At the end of June CTI celebrated their three year anniversary of our Dynamic Real Return Fund, which aims to deliver, an inflation-plus return (equivalent to the Consumer Price Index plus 4%) over the...
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