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

Insights

Equity | Japan

The Future of the Takaichi Trade

February 26, 2026

Japan’s Liberal Democratic Party secured a historic landslide victory in the February House of Representatives election, leading to the formation of the second Takaichi Cabinet on the 18th February.
By Naoya Oshikubo
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Fixed Income | Global

Global Fixed Income Monthly - February 2026

February 17, 2026

The political background to the US (and for that matter populist movements everywhere) remain troubling given the shift away from the liberal democracy model that had prevailed previously. The impact
By Gary Hutchings
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Equity | Japan

LDP Landslide Victory Fuels Japanese Stocks Upside Potential

February 9, 2026

On February 8, 2026, Japan held Lower House elections, resulting in a historic landslide victory for the Liberal Democratic Party (LDP), which secured 316 seats – more than two-thirds of the total (Ex
By Naoya Oshikubo
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Fixed Income | Global

Global Fixed Income Monthly - January 2026

January 28, 2026

‘Something is rotten in the state of Denmark.’ Obviously, I don’t mean Denmark. The political strangeness in the US continues unabated; removing the head of Venezuela but further entrenching the exist
By Gary Hutchings
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Fixed Income | Global

Global Geopolitics: The Current Global Situation and Its Impact on the Market

January 22, 2026

In light of recent rapid changes in the international situation, including the Ukraine-Russia peace plan, military action against the Venezuelan president, large-scale demonstrations and predictions o
By Hiroyuki Higuchi
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Equity | Japan

Bank of Japan to continue interest rate hike path under Takaichi Administration

January 6, 2026

At its December 2025 monetary policy meeting, the Bank of Japan (BOJ) raised its policy interest rate from around 0.5% to around 0.75%. This marks the highest policy rate level in the 30 years since 1
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.

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.