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.

How The Bank of Japan Can Turn A Problem Into a Triumph

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(Feb 24) Peter considers the Bank of Japan’s opportunity to use its stock holdings in an imaginative manner

Boersen-Zeitung Interview With Peter Tasker

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(Feb 24) German newspaper Boersen-Zeitung interviews Peter.

Five Surprising Scenarios for the Year of the Dragon

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(Jan 24) Peter’s predictions for 2024 as published in Japan Forward, the English language version of the Sankei newspaper.

"It's a mega-trend': AAA-rated Arcus manager on Japan's second coming"

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(Nov 23) Citywire podcast: Ben discusses Japan’s current “mega-trend”.

China Deflation

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(Nov 23) Peter considers the current economic situation in China and how it compares with events in Japan in the 1980s and 1990s.

Takeover-Friendly Reforms Will Spur Japan’s Equity Market

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(Oct 23) A Citywire interview with Peter, Mark and Ben discussing the implications of recent policy changes in Japan.

Japan’s Golden Chance

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(Sep 23) Peter considers the Bank of Japan’s options in its quest to rid the economy of the spectre of deflation.

Japanese Firms Now Have ‘No Excuses’ On Rewarding Shareholders

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(Aug 23) Ben Williams spoke to Citywire Selector to discuss our value investing approach and why Japanese companies are in their best position in decades to reward shareholders.

What Is The Yen Telling Us

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(Jul 23) Peter considers the yen’s current weakness and what it is telling us.

Learning To Love Inflation: The Japanese Experiment

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(Jun 23) Peter examines the likelihood of a sustainable form of inflation in Japan and its potential benefits.