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.
This paper explores the significant demand drivers for natural gas, including electrical power generation, industrial and residential uses, fuel for transportation and liquefied natural gas (LNG) exportation, all of which may provide a compelling investment opportunity.
Many investors may believe they have covered the entire market cap spectrum with small- and large-caps alone but may be missing out on the potential benefits of a specific allocation to mid-caps.
Studies have shown that concentrated portfolios, those with generally fewer than 25 holdings, do not have a higher risk profile and that limiting a portfolio to just high-conviction "best ideas" may provide meaningful performance advantages over time.
With loan demand and lending revenues on the rise, and as the U.S. achieves stronger economic growth and enters a period of higher interest rates, the investment opportunity in the financial services sector appears promising.