Following the article, what are the opportunities and risks for investing in the Japan Equities category? Under these conditions, the various rankings below allow us to highlight the UCITS funds in the Japan Equities category across different scenarios.
Scenario 1: The Bank of Japan maintains its accommodative monetary policy
Japan has long been in a low interest rate and low growth environment. The global wave of inflation could be an opportunity for the archipelago. If the Bank of Japan (BoJ) continues to adopt an accommodative policy, keeping long-term rates low and raising short-term rates while reducing quantitative easing, this could lead to a steepening of the yield curve, a common sign of economic growth. In this environment, financial markets would remain positive for Japanese equities. In this positive scenario that we have traced over the past three months, the Top 5 ranking consists of:
Scenario 2: The Bank of Japan adopts the same policy as Western central banks
In this second scenario, currently not expected by the market, the BoJ would decide to follow the monetary policy of Western central banks. This would likely mean an interest rate hike and a decline in growth expectations observed over the last three months.
This would significantly reduce the recent attractiveness of Japanese equities for investors.
To illustrate this scenario, we have chosen to present a ranking of the top funds over the last three years.
In this negative scenario, the Top 5 ranking consists of:
TOP UCITS funds last three months:
Aberdeen : LU0476876759 I Christine Duboÿs, Chern yeh Kwok
Allianz Global Investors : LU1143164405 I Geoffrey Maschio, Kazuyuki Terao Pictet AM : LU0650148314 I Yann LOUIN, Adrian Hickey IM Global Partners : LU0204988207 I Jean Maunoury, Philippe Couvrecelle, Joël Le Saux Pictet AM: LU0248317363 I Yann LOUIN, Sam Perry
TOP UCITS funds last three years:
M&G : LU0161305163 I Kevin Murphy, Caroline Valembois Pictet AM : LU0650148314 I Yann LOUIN, Adrian Hickey Pictet AM: LU0248317363 I Yann LOUIN, Sam Perry Allianz Global Investors : LU1143164405 I Geoffrey Maschio, Kazuyuki Terao Janus Henderson : LU1572378708 I Jon Dubarbier, Yunyoung Lee
Past performance is not indicative of future results. Fees are included in the performance figures. The content above does not constitute investment advice. It is an objective analysis of financial information.