Our team of tenured Portfolio Managers shares their mid-year insights on what's ahead for investors. They provide opinions on the direction of interest rates, trade disputes, and renewed volatility in both equity and fixed income markets, and share their insights about where they believe investment opportunities exist today.
Portfolio Manager Masa Takeda provides his outlook for 2019 and shares his thoughts on recent market volatility, the impact of trade tariffs, the Bank of Japan’s monetary policy, and the case for active management.
Hennessy Japan Fund Portfolio Manager Masa Takeda discusses current valuations of Japanese equities and the growth in the factory automation and robotics industries. He also offers his thoughts on the importance of active management, the potential impact of trade tariffs, and Japan’s progress on reform initiatives.
Hennessy Japan Fund Portfolio Manager Masa Takeda discusses structural reform initiatives in Japan, why his Fund can prosper regardless of currency fluctuations, and the potential advantages of investing in large, globally competitive Japanese companies.
As factory automation systems appear in factories throughout the world, Japanese companies are slated to be major beneficiaries - both as producers and users of robotics.
Tourism is a growing industry in Japan, and it has the potential to contribute meaningfully to economic growth over the next decade as the country deregulates the industry, opens casinos, and welcomes foreign visitors to the Olympic Games in 2020.
Hennessy Japan Funds Portfolio Managers Masa Takeda and Tad Fujimura discuss the factors driving Japan’s longest growth streak in over a decade and the government's pro-growth agenda.
This paper explores the progress to date of Prime Minister Shinzo Abe’s ambitious economic revitalization plan and highlights key initiatives underway that we believe could drive significant growth in the world’s third largest economy.
Japanese equities are currently trading at compelling valuation levels compared to other developed equity markets around the world.
We believe Japan is on the path to economic revival. To reverse a long period of stagnant economic growth and deflation, Prime Minister Abe and his government initiated an ambitious economic revitalization plan centered on monetary and fiscal stimulus and structural reform, which has resulted in measurable progress.