European Pensions Infrastructure Roundtable
Surinder Toor, Managing Director and Global Head of Asset Management, Infrastructure Investments Group, joins a panel of industry experts to discuss the landscape for infrastructure as an asset class...
View ArticleIntroduction to Transition Management
Asset owners are familiar with the complexities of making changes to their assets, such as when switching investment managers or rebalancing activities resulting from an asset/liability study. However,...
View ArticleActive vs Passive: widening dispersion between the macro and micro conditions...
The active versus passive argument rages in Japan as elsewhere. Tokio Marine believe that picking the winners is becoming ever more important in the Japanese equity market and it means investors should...
View ArticleValuation in Japanese equity market
Equity valuations in Japan has been struggling over the past three years, and took another dip down over the past summer, but if you can find the right companies it provides investors with an...
View ArticleConcentrated portfolio: how to become a winner in this challenging market
The difference between winners and losers in japan will be clear given GDP growth expectations in the low single digits. A concentrated strategy – looking at a portfolio of at most 40 companies – will...
View ArticleJapanese equity investment opportunity: we are at the turning point
Japan is finally returning to normality in terms of the economy after 20 years of malaise. It is a game-changer and it is why there is now a case once again for UK investors to consider Japanese...
View ArticleDomestic players are now transforming to new exporters
Talk exporters and Japan and everyone imagines cars and electronic goods, but today domestic consumer staples companies have transformed themselves into exporters, looking to supply the new emerging...
View ArticleDividends in Japanese equity market
The subject of dividends is very topical right now in Japan with companies under pressure in Japan to give money back to the investors, but Tokio Marine are more interested in growth, with the...
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