News & Insights

[EXTERNAL LINK] In an interview with Bloomberg, SuMi TRUST AM's Chief Portfolio Manager of the Sakigake High Alpha Strategy, Katsunori Ogawa, discusses his plans to boost investment in semiconductor-related stocks amidst the soaring demand for artificial intelligence and electric vehicles.

[EXTERNAL LINK] SuMi TRUST AM's Senior Strategist, Katsutoshi Inadome, features in Investment Week and discusses Japan's lack of high yield bonds amidst the Bank of Japan's current policies.

The Japanese equity market saw TOPIX hit its highest level since March 1990, while the Nikkei 225 slid for the third consecutive month. Expectations for further US rate hikes fell in the first half of the month, providing a boost for Japanese equities. However in the second half of the month the Federal Open Market Committee members raised their policy rate projections amidst strong US economic indicators, causing Japanese equities to slide.

[EXTERNAL LINK] Hiroyuki Ueno, Senior Economist at SuMi TRUST AM, recently shared his perspective on the Bank of Japan's Tankan survey and the increase in business confidence in Japan.

[EXTERNAL LINK] SuMi TRUST AM's Senior Stewardship Officer, Masaru Okubo, discusses how Japan is addressing the gender gap.

In this article with IPE Yoshi Hishida, CEO of Sumitomo Mitsui Trust Asset Management, talks with Christopher Walker about the future of SuMi TRUST and its focus on retail and attracting international capital.

The Japanese equity market saw TOPIX increase by 0.4% and the Nikkei 225 slide by 1.7% in August. In the first half of the month, concerns over rising long-term US interest rates and China’s economy weighed on Japanese equities. However in the second half of the month Japanese equities rebounded following the positive performance of US semi-conductor stocks.

[EXTERNAL LINK] In this article with Portfolio Adviser, Tatsuya Suzuki, chief portfolio manager of the Japan Quality Growth Fund, discusses how investors can overcome barriers to entry to capitalise on India’s growth.

[EXTERNAL LINK] Hiroyuki Ueno, Chief Strategist at SuMi TRUST, recently shared his perspective on the growth drivers behind the Japanese stock market ahead of the preliminary GDP figure announcement.