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News
TOPIX rose for the third consecutive month. The Japanese equity market rallied in the beginning of the month on expectations of a steady recovery in economic activity in China. However, it fell sharply on concerns over the financial system in the U.S. and Europe.
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Press Release
SuMi TRUST appoints Katsutoshi Inadome as Senior Strategist
Date: 29th March 2023
SuMi TRUST, one of the largest asset managers in Asia ($624bn AUM), has appointed Katsutoshi Inadome as senior strategist. Katsutoshi will be based in the firm’s Tokyo headquarters where he will work alongside chief strategist Hiroyuki Ueno.
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News
Tech remains top call for Japan small-cap chief despite tough 2022
Date: 21st March 2023
[EXTERNAL LINK] SuMi TRUST's Satoshi Marui, Chief Portfolio Manager of the Japan Small Cap strategy, recently spoke to CityWire Selector's Ian Heath about the tough year for tech and why it remains a key sector in addressing long-term problems in Japan.
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News
Focus On Investment Opportunities In Japan
Date: 13th March 2023
[EXTERNAL LINK] SuMi TRUST's Satoshi Marui, Chief Portfolio Manager of the Japan Small Cap Strategy, recently spoke to Wealth Briefing Asia to discuss the outlook for Japan and investment opportunities in the region.
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Insights
Bank of Japan: Governor Kuroda's Last Monetary Policy Meeting
Katsutoshi Inadome, Senior Strategist
Date: 9th March 2023
The Bank of Japan's upcoming Monetary Policy Meeting will be the last of Governor Kuroda's tenure before Kazuo Ueda takes over his position as the new governor. In this article, Senior Strategist Katsutoshi Inadome explores the current environment of the bond market and the outlook for Japan's monetary policy.
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Insights
Factor Investments: Regional Strategy Enhances Alpha
Junichi Arima, Chief Portfolio Manager, Japanese Quantitative Strategies
Date: 7th March 2023
We are convinced that an investor could expect to benefit from investing in regional factor strategies, at least in Japan, that reflect the specific nature of each region instead of global factor indices aiming to benefit from factor premium with a uniform set of factors.
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News
Market Review for February 2023
Date: 2nd March 2023
TOPIX posted a positive return for two consecutive months. U.S. employment data for January and the U.S. Wholesale Price Index for January reduced expectations for a hike in U.S. interest rate hikes, which boosted the Japanese equity market.
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Insights
Ueda, ETFs and The Future of Japanese Monetary Policy
Katsunori Ogawa, Chief Portfolio Manager - Sakigake High Alpha Strategy
Date: 1st March 2023
What direction will the new Bank of Japan (BOJ) Governor, Kazuo Ueda, take in regards to Japan's long-standing ultra-loose monetary policy? Katsunori Ogawa, Chief Portfolio Manager of the Sakigake High Alpha Fund, shares his thoughts.
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News
How Investors Can Turn Japan's Social Challenges Into Advantages
Date: 22nd February 2023
[EXTERNAL LINK] Satoshi Marui, Chief Portfolio Manager for the Japan Small Cap strategy, wrote for Funds Global Asia about how some societal issues endemic to Japan present unique opportunities for investors.