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

Insights

Equity | Japan

BOJ Rate Hikes and the Yen Outlook

September 23, 2026

At its September monetary policy meeting, the Bank of Japan raised its policy interest rate from 1.00% to 1.25%. This marks the second rate hike in just three months, following the increase in June. G
By Naoya Oshikubo
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Fixed Income | Global

Global Fixed Income Monthly - September 2025

September 10, 2026

A completely pointless war that shows no sign of ending soon. The impact thus far has been to elevate inflation somewhat and to diminish growth to some extent, albeit less than many had thought likely
By Gary Hutchings
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Equity | Japan

Upward Trend in Japan's Long-Term Interest Rates is Set to Pause

August 25, 2026

While long-term interest rates in Japan rose notably in 2026, they appear to have leveled off recently (Exhibit 1). While I believe there remains some risk that the upward trend in Japanese long-term
By Naoya Oshikubo
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Fixed Income | Global

Global fixed Income Monthly - August 2026

August 12, 2026

The war remains highly uncertain. The US presumably regrets ever starting it, Iran thinks it has leverage and can negotiate very hard and Israel is very keen to continue it. Analysts are divided on w
By Gary Hutchings
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Fixed Income | Global

Global Fixed Income Monthly - July 2026

July 27, 2026

The war remains highly uncertain. The US presumably regrets ever starting it, Iran thinks it has leverage and can negotiate very hard and Israel is very keen to continue it. Analysts are divided on
By Gary Hutchings
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Equity | Japan

The Growing Presence of Activist Investors in the Japanese Market

July 22, 2026

The presence and influence of activist investors is steadily growing in the Japanese market. The June 2026 annual general meeting season has come to a close. Although the number of companies where
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.