Mitsubishi UFJ Asset Management (UK) Ltd.
Mitsubishi UFJ Asset Management (UK) Ltd.
Mitsubishi UFJ Asset Management (UK) Ltd.

Insights

Fixed Income | Global

Global Fixed Income Monthly - July 2025

July 10, 2025

Fiscal issues remain a burden on markets. There are two problems: the levels and the political backdrop. The levels are high but, in most cases, sustainable. The political backdrop is concerning. Weal
By Gary Hutchings
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Equity | Japan

Trump Tariffs are Effectively Postponed but Lets Focus on the Record Number of Recent Shareholder Proposals Approved

July 9, 2025

While the focus for many Japanese Equity investors remains on the effect of Trump’s tariffs, we are also following another ongoing development – the rise of shareholder proposals. Traditional sharehol
By Naoya Oshikubo
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Fixed Income | Global

Global Fixed Income Monthly – June 2024

June 16, 2025

Trump is clearly a vital factor is markets, but continuing to solely focus on this becomes repetitive and stale so here will be a brief but hopefully clear summary. Trump promotes economically illiter
By Gary Hutchings
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Equity | Japan

Japanese Companies Active Engagement in Share Buybacks

May 30, 2025

74.2% of TOPIX constituents had announced their fiscal year 2024 results. On a recurring profit basis, the year-on-year growth rate for the 2024 fiscal year was +6.5% overall, +1.1% for the manufactur
By Naoya Oshikubo
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Fixed Income | Global

Global Fixed Income Monthly - May 2024

May 19, 2025

Trump has been active and revolutionary on a number of fronts making the investment environment challenging. The break from almost a century of what Western economies have stood for, the chaotic or in
By Gary Hutchings
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Fixed Income | Global

The Future of the Dollar as Reserve Currency

May 8, 2025

The future of the US dollar as a global reserve currency has long been debated and recent market movements have brought these discussions into sharp focus once again. The Trump administration, inspire
By Hiroyuki Higuchi
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Our Authors

Gary Hutchings

Head of Investment and a Senior Portfolio Manager

Gary Hutchings is Head of Investment and a Senior Portfolio Manager on our Global Fixed Income team that spans London and Tokyo. He joined what is now MUFG AM UK in 1989 and has been running Fixed Income portfolios for over 40 years. He is part of a team of portfolio managers and research analysts that are able to leverage the full MUFG Asset Management global research network.

Hiro Higuchi

Head of Fixed Income and Currencies / Senior Portfolio Manager

Hiro Higuchi is Head of Fixed Income and Currencies and is a Senior Portfolio Manager on the Global Fixed Income team based in London. He joined MUFG Asset Management in 2005. Prior to joining the Fixed Income team in 2018 he was a member of our Advanced Financial Engineering team where he developed a number of asset management models and played a key role in developing patented AI investment technology.

Chisato Haganuma

Chief Strategist

Chisato Haganuma is Chief Strategist of Mitsubishi UFJ Trust and Banking Corp. covering Japanese and Global markets. He has over 30 years’ experience in investment research and analysis. He is highly regarded amongst his peers and is a well-known contributor to the financial press as well as having appeared on Bloomberg and CNN. His macro research papers cover a number of highly topical themes and are available here.

Naoya Oshikubo

Chief Market Economist

Naoya Oshikubo is Chief Market Economist of Mitsubishi UFJ Trust and Banking Corp. covering global macro and markets including Japan. He has strengths in diverse analysis based on academic background in finance and extensive experiences at Japanese and global securities and asset management with numerous exposures in major media.