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Japan
Firm
Author
Type
International Markets
October 2025
Outlook for Japan
Apollo
Torsten Slok, Rajvi Shah, Shruti Galwankar
Research
43 Pages
Apollo published an outlook for Japan and an outlook for private markets.
Global Macroeconomics
September 2025
Thoughts From the Road: Southeast Asia
KKR
Henry McVey
Research
9 Pages
KKR reflects on recent meetings in Southeast Asia, highlighting strong 2025 equity performance, capital inflows, and demographic tailwinds.
Markets
May 2025
Schroders Equity Lens
Schroders
Research
54 Pages
Schroders’ May 2025 Equity Lens report highlights a strong rebound in global equities, particularly in Europe, which outperformed the U.S. by 22% year-to-date—the third-best start in over 50 years.
Markets
December 2024
10 for 10: Themes for the Next Decade
Man Group
Henry Neville
Research
9 Pages
Man Group presents ten secular investment themes expected to shape markets over the coming decade, grounded in geopolitical shifts, structural economic changes, and technological disruption.
Markets
September 2024
Activism at Scale in Japan
Verdad
Daniel Rasmussen
Research
4 Pages
Verdad highlights the changes in capital allocation by Japanese companies since the Tokyo Stock Exchange issued a directive last year asking all companies with price-to-book ratios below 1x to issue a plan to get to 1x book.
Markets
October 2023
Japan: The Land of the Rising Profits
GMO
James Montier
Research
12 Pages
GMO explores why Japanese corporate profits have risen so much without a full shift toward classic shareholder value culture.
Markets
August 2023
The Light from the East
Carlyle
Jason Thomas
Research
11 Pages
Carlyle explains why Japan’s combination of strong operating earnings yields, very low financing costs, and corporate reform creates a distinctive opportunity set.
Markets
May 2022
Japan: Value Stocks Versus Value Stocks
Man Group
Jeffrey Atherton, Adrian Edwards
Research
6 Pages
Man Group’s Japan team explores why Japanese value stocks have staged a comeback and why selectivity still matters.