Postcards from Japan

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Moderated by Jeroen Bos, Global Head of Equity with Portfolio Managers Brad Reynolds, John Paul Temperley and Ashley Keet.

About this talk

The Japanese economy is showing signs of improvement after several years of sluggish growth. Combined with market reforms intended to create a more shareholder-friendly equity culture and attractive valuations, this could be a good time to invest in Japan. Fresh from their research trip to Tokyo, three AXA IM portfolio managers bring you their view from the ground. • John Paul Temperley – the impact of market reforms and the outlook for Japanese equities • Brad Reynolds – updates from AI companies, chip manufacturers and advanced tech • Ashley Keet – high-tech enablers for impact strategies Hosted by AXA IM’s Global Head of Equity, Jeroen Bos , this webinar will give you first-hand insights into the forces that will drive investment performance in Japan in 2024, and the companies that stand to benefit.
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