It’s perhaps an understatement to say things have been eventful since the return of Donald Trump to the White House. Along with the implementation of “Trump Tariffs’ that has threatened to upend the global order, the new administration has spearheaded a resetting of sustainability initiatives which has been playing out both at the government and corporate level.

In March 2024, after the Nikkei Index reached an all-time high, Japan Equity Investment Director Junichi Takayama offered five structural reasons why Japan’s economic resurgence was more than just a flash in the pan (read the full article here). Almost a year later, those five reasons remain just as relevant for investors considering an allocation to Japan, as Junichi explains.

Travel and holidays are important to many people as they represent a break from the norm, a chance to escape mundane reality and experience something exciting and possibly exotic. They are a chance to reconnect with family and friends away from the stresses of daily life and can provide significant benefits for our physical, mental and emotional health.

Climate change is not the only environmental threat to how we live, work and interact with our planet. Our economic system is based on a model of take, make and waste that consistently over-utilises and fails to replenish Earth’s valuable, but dwindling resources.

By the Nikko AM Green Bond Team, 25 October 2023 “The era of global warming has ended; the era of global boiling has arrived.” Those were the words of United Nations Secretary-General António Guterres in a recent speech at the UN headquarters in New York City. And it has certainly been a chastening few years […]