Japan’s prolonged period of low interest rates, a key feature of its economic policy for decades, has significant implications for global markets.
Higher real rates in the coming years might favor value stocks
Reasonable valuations could provide an upside surprise
The yield curve in Japan is reaching intriguing levels. The Bank of Japan (BoJ) has remained resolute, maintaining an ultra-accommodative monetary policy in a world aggressively hiking interest rates to stem inflation.
Jonas Edholm: Mind the gap: The value case for global small and mid caps
A focus on bond yields, the Magnificent 7, and the Fed pivot
Every year, the largest banks, asset managers and consulting firms publish their economic and market outlooks for the following year, highlighting key topics, trends, opportunities and areas of concerns. For the first time, we have used ChatGPT to skim-read through and summarize 48 of these outlook presentations and built a database, containing the various opinions expressed in the the areas that are traditionally of interest to our clients and us.
Economic momentum and growth supportive policies underpin Japan’s renaissance
The Magnificent 7 have distorted US equity valuations
Our investment framework is constantly adapting to the challenges of change