Sustainable and transition content for responsible investors
Despite market volatility, a strong political mandate, targeted public‑private investment and tightening governance expectations are quietly improving Japan's growth prospects, capital deployment d...
Oil’s rise could linger. Here are six ways bond investors can build resilience. Geopolitics rarely stay contained to the headlines for long. Conflict in the Middle East is already reverberating t...
Gold’s role in Fixed Income portfolios has shifted over the past three years, making diversification less dependable amidst a broader repricing of structural risks, including fiscal sustainability,...
Looking beyond oil and gas, blocked sulphur shipments are impacting copper, nickel and zinc production – likely driving prices structurally higher.
[External Link] Katsunori Ogawa, Chief Portfolio Manager of SuMi TRUST’s Sakigake High Alpha strategy, commented on upcoming revisions to Japan’s Corporate Governance Code.
Blended finance has the potential to transform overlooked markets into investable opportunities.
Significant geopolitical movements and the rise...
As part of our investment process, we monitor developments under the environmental, social and governance (ESG) pillars to understand how they...
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