The Bull-Case for Japan 2019/20: Unlocking the Value-Trap
2019/20 is poised to be a relatively good year for Japanese risk assets, with a focus on Japan small-cap equities in particular. The deep-value of attractive valuations can potentially be unlocked by the combination of positive domestic growth surprises, rising M&A activity, as well as stable monetary and fiscal policy support. Against a backdrop of global uncertainty, Japanese domestic small cap stocks appear a great place to hide for outperformance.
Attendees will be eligible for 50 minutes of structured CPD credits.
Attendees will be eligible for 50 minutes of structured CPD credits.
Recorded
Feb 12 2019
44 mins
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Presented by
Jesper Koll, WisdomTree's Head of Japan
Jesper Koll, WisdomTree's Head of Japan
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The Bull-Case for Japan 2019/20: Unlocking the Value-Trap Recorded: Feb 12 2019 44 mins
Jesper Koll, WisdomTree's Head of Japan2019/20 is poised to be a relatively good year for Japanese risk assets, with a focus on Japan small-cap equities in particular. The deep-value of attractive valuations can potentially be unlocked by the combination of positive domestic growth surprises, rising M&A activity, as well as stable monetary and fiscal policy support. Against a backdrop of global uncertainty, Japanese domestic small cap stocks appear a great place to hide for outperformance.
Attendees will be eligible for 50 minutes of structured CPD credits. -
Investment Outlook 2019 Recorded: Dec 11 2018 59 mins
Christopher Gannatti, Aneeka Gupta and Nitesh Shah at WisdomTree in EuropeDuring 2018, we have seen an unpredictable geopolitical landscape affecting global markets and 2019 is likely to see a continuation of this theme, with positive growth signals tempered by continuing political uncertainty across the US and Europe.
Join us for our upcoming Investment Outlook 2019 webinar, in which we will examine the new challenges and opportunities that we expect investors to face in 2019.
Key topics:
• Predictions for US and Europe markets in 2019
• Emerging markets outlook
• Outlook for gold and oil in 2019
• How battery technology innovation may affect demand for industrial metals
Attendees will be eligible for 50 minutes of structured CPD credits. -
The Evolving Battery Tech Landscape & Impact on Commodity Prices Recorded: Nov 8 2018 51 mins
Aneeka Gupta, Associate Director, Research at WisdomTree in Europe & Nitesh Shah, Director, Research at WisdomTree in EuropeThe electric vehicle market is changing the automotive landscape. Sales of electric vehicles are growing exponentially as innovation in battery technology drives the total cost of owning an electric vehicle lower.
In this webinar, we will explore developments in the battery technology landscape and how changing demand may affect the prices of commodities, such as nickel.
Topics to be discussed include:
• Developments in lithium ion batteries & implications for the supply chain
• Catalysts behind electric vehicle uptake
• How changes in battery technology may affect demand for different commodities -
ETPs in 2018 - Navigating the Modern Landscape Recorded: Oct 16 2018 57 mins
Jason Guthrie, Head of Capital Markets at WisdomTree in EuropeIn 2018, the Exchange Traded Product (ETP) industry continues to enjoy rapid expansion. The industry has grown, not only in terms of size, but also choice with a growing variety of product-types and exposures now available.
In this webinar Jason Guthrie, Head of Capital Markets at WisdomTree in Europe will examine the evolving ETP industry taking a look at how advisors and investors can navigate this changing landscape.
Topics include:
• Moving beyond index tracking - Smart Beta & Modern Alpha
• What are the different types of exposure that ETPs can deliver now
• How ETPs can be used in portfolio construction
Attendees at this webinar will qualify for 45 minutes structured CPD credits. -
Commodities in 2018: What Lies Ahead for Investors Recorded: Feb 14 2018 52 mins
Nitesh Shah, Commodities Strategist at ETF Securities & Aneeka Gupta, Equity & Commodities Strategist at ETF SecuritiesBroad commodities have seen a strong start in 2018 so far with investor sentiment improving. Is this renewed interest a sign that commodities could climb further or is there reason to be cautious?
Join us for a webinar on the 14 February in which we will explore the changing 2018 outlook for commodities and discuss the following topics:
• Industrial metals - potential star performer for 2018?
• How disruptive technology is transforming commodity demand
• What factors may affect the gold price in 2018?
Live webinars & videos covering developments across global markets.
At WisdomTree, we deploy smart ways to bring value to the investor by offering flexibility when it comes to investing to meet the many different trading objectives our clients have. Although most of our ETF index strategies in Europe are based on proprietary strategic beta structures, as a firm, we also provide specific market access strategies when we’re able to enhance existing approaches.
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- Title: The Bull-Case for Japan 2019/20: Unlocking the Value-Trap
- Live at: Feb 12 2019 10:00 am
- Presented by: Jesper Koll, WisdomTree's Head of Japan
- From: