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Lisa Twaronite -

Article 4 min read

Analyst Survey 2020: A watershed year for ESG

ESG shoots up the corporate agenda in China and the US.

Jenn-Hui Tan + 1 other | 13 February 2020

Article 6 min read

Human rights and wrongs: Engaging with Chinese suppliers on sustainability

Steady progress makes us confident that our engagement efforts are worthwhile and have already led to significant shifts at some Chinese manufacturers.

Marion O'Donnell + 2 others | 16 September 2019

Article 5 min read

Japan’s experience offers lessons for China’s financial sector reform

Japan offers China a lesson: postponing action on bad loans for years risks both the domestic economy and the country’s credibility with global investors.

Katsumi Ishibashi + 1 other | 16 September 2019

In charts: How demographic change is driving demand for income

Ageing populations and a growing class of wealthy baby boomers are expected to continue driving demand for income.

Raji Menon + 2 others | 4 July 2019

Article 9 min read

Q&A: How do income and yield differ?

Investing in income funds can be confusing around terminology and approach. This Q&A should help investors make informed decisions.

Antonio Napolitano + 2 others | 4 July 2019

Article 6 min read

Region by region: Analyst Survey 2019

Looking at the Analyst Survey by region shows some striking common themes emerge, particularly around declining confidence and ebbing bullishness.

Raji Menon + 3 others | 22 February 2019

Bibliography 8 min read

What the rest of the world is predicting for 2029

Forecasters offer us glimpses of the world in 2029 - and yes, it will have more robots.

Lisa Twaronite | 11 January 2019

Blog 3 min read

BOJ holds steady, with limited scope for any policy moves

BOJ holds steady, with limited scope for any policy moves

Katsumi Ishibashi + 1 other | 20 December 2018

Blog 2 min read

As the BOJ stealthily normalises, the yen will follow

The BOJ appears to be stealthily normalising while keeping rates extremely low. But small steps for Japan’s central bank could be big steps for its currency.

Stuart Rumble + 2 others | 31 October 2018

Article 10 min read

Profiting from demographics: exploiting investment opportunities in a slow-moving world

The impact of demographic trends on companies, industries and entire economies, is a powerful tool when it comes to making profitable investment decisions.

Ned Salter + 6 others | 30 October 2018

Article 7 min read

Why allocating to Japan calls for an active approach

Allocating to Japan requires weighing opportunities against risks. We're positive on Japan's outlook, but will watch issues such as currency fluctuations.

Ayesha Akbar + 2 others | 6 July 2018

Article 4 min read

What led to the rise of passive...and what comes next

Global assets in passive funds have surged over the past 15 years. We look at why that happened and whether it will continue.

Nick King + 2 others | 4 June 2018

Article 5 min read

ESG leadership: Japan steps forward as the US steps back

When it comes to policy leadership in the arena of environmental, social and governance factors, Japan is stepping up even as the US is stepping back.

Hiroki Sampei + 1 other | 5 April 2018

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