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

Insights

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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Fixed Income | Global

Global Fixed Income Monthly - March 2026

March 17, 2026

‘Jaw-jaw is better than war-war’: (attributed to Churchill, but although he said something very similar it was actually Harold MacMillian). Either way given Donald Trump’s reference to Starmer being n
By Gary Hutchings
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Equity | Japan

Japanese Market Outlook Amid Middle Eastern Conflict

March 10, 2026

Japanese stocks have been volatile, temporarily falling sharply due to concerns over the Middle East situation. Bloomberg reported on 8 March that President Trump was considering deploying special for
By Naoya Oshikubo
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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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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.

MUFG Asset Management

MUFG Asset Management