Japanese Equities Masterclass | October 2025
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Learning: Structured
Fuelled by inflation, wage growth, and corporate reform, Japanese equities now outperform the US. Our experts confirm: the opportunity is real. Discover the sector winners, from banks to semiconductor suppliers, benefiting from structural economic shifts.
Speakers:
- June-Yon Kim, Head of Japanese Equities, Lazard Asset Management
- Ed Ritchie, Head of Japanese Equities, Manulife Investment Management
- Andrew McCagg, Senior Client Portfolio Manager, Nomura Asset Management
Learning outcomes:
- The return of inflation to Japan and what that means for investors
- How corporate reform is playing out and the implications for shareholders
- Identifying and tapping into the investment themes of the future via Japanese equities
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