Insights

We believe it important that we share our opinions with our investors. In addition to holding quarterly conference calls which highlight key macroeconomic events and updates on our portfolios, we also publish ad hoc thematic insights.

Discounting Disaster

General
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(Mar 2020) In response to the threat posed by Coronavirus, Peter considers the current state of the Japanese market relative to 2008 and 2011-12's shock events.

Rebooting Abenomics

General
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(Feb 2020) Peter reviews Japan's poor fourth quarter GDP data and the prospects for a wave of fiscal activism across the globe as well as a reversal in rates.

Will The Coronavirus Infect Goldilocks' Porridge?

General
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(Feb 2020) Peter considers how policy makers will respond to the Coronavirus epidemic as well as its longer term implications for global trade and the defence of such epidemics in the 21st Century.

Peter Tasker Tells the Future

External Article
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(Jan 2020) An interview with Peter by Nikkei Quick News ("NQN") in celebration of its 25th anniversary. He is questioned on the Japanese economy reflecting on the past and looking towards the future. (In Japanese).

Missing Arrow

General
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(Dec 2019) Peter considers the potential impact of upcoming fiscal stimulus packages, the third of Prime Minister Abe's reflationary strategies.

Henka変化: Japanese Corporate Transformation

General
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(Nov 2019) Mark analyses corporate earnings in Japan and how big trends in this area are affecting Arcus' day-to-day investment decisions.

Modern Monetary Theory: Coming Your Way Soon (Unless Big Changes Are Made)

General
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(Oct 2019) Peter considers whether the ultimate in loose monetary policy is really the heretical vision many believe it to be.

Investment Restrictions: Is Japan Turning French?

General
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(Oct 2019) In response to proposed legislation that seeks to curb some foreign ownership of Japanese companies, Peter explains the rationale as well as the likely outcome.

A Model of Fund Returns

General
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(Jul 2019) Mark calculates future portfolio returns under plausible 5 year scenarios and considers the heroic assumptions required to favour growth over value at current prices.

Japan’s Reflation Drive: Don’t Quit, Double Down!

General
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(Mar 2019) Peter thinks Abenomics requires a reboot.