All Japan articles
-
Features
IPE Quest Expectations Indicator - August 2024
Joe Biden’s weakness was a lucky stroke for Donald Trump, who has shown similar symptoms for years. It remains to be seen what effect Kamala Harris has on the polls. Trump and his chosen VP are both proponents of weakening the USD.
-
Features
Fixed income, rates & currency: interest rates the big question
In August, when Fitch Ratings downgraded US debt from AAA to AA+, it cited an “erosion of governance” as one of the key reasons for its decision. September’s US government shutdown chaos will probably not have improved perceptions of US lawmakers’ proficiency to govern.
-
Special Report
Sumitomo Mitsui Trust's Yoshio Hishida on Japan's unique position to attract investment
Yoshio Hishida, CEO of Sumitomo Mitsui Trust Asset Management, one of Japan’s largest investment managers, talks to Christopher Walker about his company’s focus on retail and attracting international capital
-
Interviews
Nikko Asset Management: Complex, creative thinking
Stefanie Drews is at home with complexity. She speaks several languages fluently, including Japanese, and tells us she still does her maths in Italian.
-
News
Norway SWF pushes for more independence on Japanese boards
Proposals for sharpening up Japanese corporate governance code draw comment from Oslo
-
Opinion Pieces
Japan is not that different
One of the abiding myths about Japan is that it is different from everywhere else. Not just distinctive in the sense that all countries have peculiarities but uniquely different.
-
News
ESG roundup: NN IP sees €300bn green bond issuance next year
Plus: GPIF allocates to gender-diversity index; Denmark’s Sampension adds 79 stocks to blacklist
-
News
Japan’s GPIF seeks input on low yield environment entrenchment
¥167.5trn (€1.4trn) pension investor also looking for ideas about estimating returns for bonds in post-pandemic era
-
News
GPIF: Climate risk impacts all asset classes
If the world could limit global warming from greenhouse gas emissions to 2°C, the value, particularly of Japanese companies, would increase
-
News
Japanese government fund preps move into bonds, EM infra
Considering a fund-of-funds manager as part of its global infrastructure strategy
-
News
GPIF picks Goldman Sachs executive as CIO
The new hire comes at a time when the world’s largest pension fund is pivoting towards international investment
-
News
Japan’s government fund increases foreign bonds by 10%
Fund pulls back on domestic government bonds exposure for the next five years
-
News
GPIF suspends stock lending on equity portfolio
The move is to better ‘fullfill its stewardship responsibility’
-
News
Japanese pension funds rethink asset allocation strategies – survey
Funds increasingly adopting strategies modelled on variety of role-, risk- or factor-based approaches
-
News
Industriens doubles money on Asian renewables investments
Japan’s post-Fukushima shift to solar power contributed to returns for Danish pension fund
-
News
World’s largest pension fund ‘increasingly convinced’ of AI benefits
Japan’s GPIF to study AI asset management implications, applications
-
News
Japan's GPIF turns global in hunt for environmental equity index
€1.2trn pension fund wants index focused on companies’ positive impact
-
News
PRI in Person: Stewardship, ESG policy, climate action
Collaborative investor engagement in Japan: coming soon?
-
News
FTSE Russell, MSCI create new ESG indices for Japan’s GPIF
Trio of newly created benchmarks includes MSCI Japan Empowering Women index
-
News
Japan’s GPIF pushing asset managers on governance, ESG offerings
World’s largest pension fund is also demanding more from index providers and analysts