Disclaimer: Views in this blog do not promote, and are not directly connected to any Legal & General Investment Management (LGIM) product or service. Views are from a range of LGIM investment professionals and do not necessarily reflect the views of LGIM. For investment professionals only.

Japan

Pod Market
Markets and economics

Podcast: Volatility, dis-inversion and the path of rates – Market Talk

What was behind the 'flash crash' and last week's smaller wobble? Ben Bennett, Investment Strategist APAC, explains all.
LGIM team
By  LGIM team
13 Sept 2024
1 min read
Japan AGM
ESG and long-term themes

Reflecting on the 2024 Japan AGM Season

The 2024 AGM season in Japan has revealed a mixed landscape of advancements and entrenched challenges in corporate governance and other key issues.
Aina Fukuda
By  Aina Fukuda
29 Aug 2024
5 min read
Pod Market
Markets and economics

Podcast: Indian elections, Chinese bonds and US payrolls – Market Talk

Where next for investors in light of the Indian election result?
LGIM team
By  LGIM team
06 Jun 2024
1 min read
Steel making
ESG and long-term themes

We’re calling on Nippon Steel to become a regional leader on climate-related lobbying disclosures

After two years of intensive individual and collaborative engagement, we have co-filed a shareholder proposal on climate-related lobbying.
Aina FukudaLewis Ashworth
By  Aina Fukuda, Lewis Ashworth
22 May 2024
4 min read
Pod Market
Markets and economics

Podcast: Strong equities, supportive credit, currency vol – Market Talk

As we head towards the end of the first quarter, what are the reasons behind equity and credit strength despite sovereign bond yields remaining relatively...
LGIM team
By  LGIM team
28 Mar 2024
1 min read
Green skyscraper sustainability
ESG and long-term themes

Climate policy engagement: spotlight on Japan

We believe Japan has much to gain from adopting more robust Paris-aligned policies that avoid tying the country down to a carbon-intensive economy.
Aina Fukuda
By  Aina Fukuda
19 Dec 2023
5 min read
Japan-business district
ESG and long-term themes

Highlights from Japan’s AGM season

We saw improvements in board independence and diversity, more investors holding directors accountable, and another record year of shareholder activism.
Aina Fukuda
By  Aina Fukuda
13 Nov 2023
3 min read
Podcast microphone
Markets and economics

Podcast: Japan – dancing to a different tune?

It's rare that we hone in on a single country on LGIM Talks, but while Western economies have embarked on a rate-tightening cycle, Japan has...
LGIM team
By  LGIM team
03 Mar 2023
1 min read
Podcast microphone
Markets and economics

Market Talk podcast: making sense of mixed signals

Ben Bennett examines the complex picture being painted by US economic data, optimism on China and what a new governor at the Bank of Japan...
LGIM team
By  LGIM team
17 Feb 2023
1 min read
g clamp
Markets and economics

When will central banks cease tightening?

Markets suggest the US has almost reached an inflection point, while the UK and Europe have further to go in their battles against inflation.
Tim DraysonJames Carrick
By  Tim Drayson, James Carrick
24 Jan 2023
3 min read

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