187: Best Of: Is Japan At An Inflection Point...

Portfolio construction is being redefined as investors face a fundamentally different market regime. Higher inflation, shifting interest rate dynamics, and accelerating megaforces like AI and geopolitics are challenging long-held assumptions about diversification and asset alloca ...  Show more

The S&P 493 is gaining attention as investors look beyond the Magnificent Seven and reassess where growth and diversification may come from in today’s equity markets. With market concentration at historic highs, a handful of mega cap companies have driven much of the S&P 500’s re ...  Show more

The Bank of Japan jolted global markets after its recent decision to raise interest rates. Our experts break down the effects the move could have on the country’s economy, currency and stock market.

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Chetan Ahya:< ...

Today, we are breaking down the Japanese internet conglomerate Rakuten. I'm joined by Matt Brett, the lead manager of the Japan Trust at Baillie Gifford, which has continuously invested in Rakuten since 2005. Rakuten is the unique Japanese conglomerate that wasn't started over a ...  Show more

Japan's Upper House election has sparked market uncertainty after the ruling LDP coalition lost control. Nevertheless, the JPY remained surprisingly stable. The S&P 500 and MSCI World indices reached new heights last week, bolstered by robust economic data and impressive corporat ...  Show more

Japanese PM Ishiba’s gamble to call a snap election backfired yesterday, as Japan’s ruling party lost its majority in a general election amid political scandals and soaring inflation. The Japanese yen is plunging and stocks are surging on the news. As investors turn their atte ...