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Japanese Equities

Japan is the third-largest economy in the world and the second-largest constituent of the MSCI AC World.



INVESTMENT CASE

In the coming years, Japan is set to experience its most politically stable period since Koizumi’s tenure, making it a propitious time for pushing through reforms. Prime minister Abe realises that modifying expectations is key to ending the vicious cycle of deflation and regression, and replacing it with a virtuous cycle of inflation and growth.

  • Japan is a country of leading industries in high-end and high-margin sectors.
  • It has strategic exposure to consumer-spending growth in Asia.
  • Its economy has improved, buoyed by Abe’s wide-ranging reforms.
  • Macroeconomic data are showing strong signs of improvement.
  • Valuations are highly attractive, both in absolute and relative terms.

INVESTMENT PHILOSOPHY AND TEAMS

UBP has partnered up with recognised, class-leading managers for its Japanese equity market exposure. These managers cover the small- and mid-cap, and value sectors; each manager has a specific investment philosophy and a dedicated management team with extensive experience.

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Institutional clients

With a team of more than 200 people, UBP Asset Management has built an on-the-ground presence in the world’s major markets through organic growth and selected partnerships.

Insight 20.04.2017

Investment Outlook Q2 2017

Sustained and synchronised growth: world growth continues on a positive trajectory in Q2, driven by the positive trend in place in the US, sustained activity in Asia and a more constructive outlook for the Eurozone. Growth looks to be sustained and synchronised across the main regions, thanks to firmer activity in the manufacturing sector and a positive trend in consumption.