who started the firm’s asset-management business in Japan
Results for “The Financial Futures Association of Japan”
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running the company for 53 years and becoming Japan’s
we show the latest year-over-year CPI inflation rate (November). Japan core inflation excludes fresh food
strong control of the government and its high approval rating are steadily raising the chance of success. We stay overweight Japanese equities and grow wary of the short yen trade, as capital inflows and rising growth expectations (chart of right) are ultimately bullish for the c...
Global Asset Allocation The J.P. Morgan View 28 March 2013 Jan Loeys (1-212) 834-5874 [email protected] Global Economic Outlook Summary Real GDP Real GDP % over a year ago % over previous period, saar 2011 2012 2013 2014 3Q12)— 4Q 12 1013 2013 3013 The Americas United Sta...
the PE of Japan is towards the bottom end of the
Japan is facing a near-term decision: turn on more nuclear
Jan Loeys Global Asset Allocation (1-212) 834-5874 The J.P. Morgan View JP Morgan [email protected] 28 March 2013 Interest rates Current Jun-13 Sep-13 Dec-13 Mar-14 YTD Return* United States Fed funds rate 0.125 0.125 0.125 0.125 0.125 0-year yields 1.85 2.00 2.10 2.25 2...
Japan – Ministry of Finance Interest Rate Index. Data taken as daily average yield on
I had lived in Japan for half a year in college and loved it—and long-term
took a quick vacation to return to Japan in October 2007
TED4Kobe in Japan and TEDCity in Toronto.
interests in the Fund are being offered only to a limited number of investors in Japan. Neither the Fund
writing in her blog after arriving in Japan that she had traveled
Growth of the US for both returns and protection The attractiveness of the US has been driven by interest rate rises (with expectations for further raises this year) and bond yields lagging in other developed markets (figure 8). There is also market confidence of a ‘pro-business’...