Tag : shinzo abe

Unless Japanese pension funds start investing in the domestic equity market, participants should expect a reversal, says Robeco CIO Arnout van Rijn.

With all the talk around stimulus measures giving Japan a much-needed economic boost, MFS Investment CIO Michael Roberge argues the measures should have been taken long ago.

Carl Tannenbaum, chief economist at Northern Trust, says healthy banks are key to broad investment opportunities.

The firm will soon roll out a Dublin-domiciled Asian fixed income product. It also expects more Japanese money to flow offshore and sees Philippine bonds as particularly attractive now.

Positive investor sentiment over new Japanese prime minister Shinzo Abe's plans to spur growth have driven equity volumes to record levels on some trading venues.

The election victory of Shinzo Abe will spark major change, with the Bank of Japan to embark on a weakening of the yen that could boost the economy and stock market.