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Japan is undergoing a shift that, in our view, few other markets can match. In this interview with Wealthwise, our portfolio manager Richard Kaye sets out three inflection points unfolding at the same time: Japan’s own investors are raising their equity allocations from a very low base; a range of forces are supporting the yen after its sharp fall against the dollar since 2020; and international investors are increasingly taking note of governance reform and Japan’s pivotal role in the artificial intelligence supply chain.

Richard also explains why we believe investors might consider accessing this opportunity through our Quality Growth approach. He points to our long heritage in the market, our presence on the ground, and our consistent focus on investing only in great companies – undistracted by market noise. Against a backdrop he describes as “a dynamic market”, he makes the case for revisiting Japan with a proven, quality-led strategy.
Watch the full interview and read the complete transcript here

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