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

Insights

Equity | Japan

Outlook Following Ishiba's Resignation Announcement

September 8, 2025

Following PM Ishiba’s announcement yesterday of his intention to resign, our Chief Market Economist Naoya Oshikubo reviews potential succession candidates & the future party alliance scenario in play
By Naoya Oshikubo
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Fixed Income | Global

Analysing the US Macro-Economy: Is the US Economy Really That Strong?

September 3, 2025

The US economy is slowing down. Both demand and labour supply are decreasing, so while the unemployment rate has not yet deteriorated significantly, it is likely to rise gradually. Inflation driven by
By Hiroyuki Higuchi
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Fixed Income | Global

Global Fixed Income Monthly - August 2025

August 18, 2025

The US forward market based on swaps currently sees short rates hitting 3 per cent (in line with the Fed estimate of long-term neutral) by late 2026. The forward curve using the treasury market has sh
By Gary Hutchings
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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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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.