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

Insights

Equity | Japan

Japan 2025 Earnings Season

May 21, 2026

As of May 15, 2026, 99.3% of the companies included in the TOPIX (1,202 companies with fiscal years ending in February or March) had announced their FY2025 results. In terms of recurring profit, the y
By Naoya Oshikubo
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Fixed Income | Japan

Japanese Fixed Income: Defensive Carry with Renewed Yield Appeal

May 19, 2026

After decades of low yields, investors are revisiting the attractiveness of Japanese Fixed Income. Normalising monetary policy, credit resilience and the repatriation trade are key factors to consider
By MUFG Asset Management
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Fixed Income | Global

Global Fixed Income Monthly – May 2026

May 15, 2026

The war, no war (as far as Congress is told). Goods critical for production pass through the Straits of Hormuz. Close them and the full effect is not immediate; there are still tankers on the sea, the
By Gary Hutchings
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Equity | Japan

Japan Roundtable Featured Report

April 22, 2026

The Japanese investment landscape is undergoing a profound transformation, shifting from a market defined by decades of stagnation and valuation plays to one anchored in fundamental growth and corpora
By MUFG Asset Management
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Equity | Japan

Funds Europe Feature April 2026

April 16, 2026

Funds Europe features our Chief Market Economist view on “The Attractiveness of Japanese Stocks under PM Takaichi” in April 2026
By MUFG Asset Management
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Equity | Japan

BOJ to Continue Raising Interest Rates on the Back of Strong 2026 Spring Wage Negotiation Results

April 14, 2026

On April 3, the results of the third round of responses for the 2026 spring wage negotiations were released, showing robust headline wage growth (base pay rise plus regular pay rise) of +5.09% year-on
By Naoya Oshikubo
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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.

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.

MUFG Asset Management

MUFG Asset Management

MUFG Asset Management is a brand of Mitsubishi UFJ Trust and Banking Corporation, along with its subsidiaries, Mitsubishi UFJ Asset Management Co., Ltd., Mitsubishi UFJ Real Estate Asset Management Co., Ltd., Mitsubishi UFJ Alternative Investments Co., Ltd., and Mitsubishi UFJ Asset Management (UK) Ltd.