Developed Markets Strategy: Stick with Japan
Despite EAFE’s YTD outperformance relative to EM, EAFE and EM returns have generally been equal since August, shown by the stalemate in the EAFE...
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Developed Markets Opportunities
Continue to favor EAFE over EM. As long as the U.S. dollar remains elevated, we believe developed international (EAFE) will remain in a leadership...
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Invincible Investment Corp Placement - Accretive Addition to Its Hotel Property Portfolio
Invincible Investment (8963 JP) is looking to raise about US$204m to acquire hotel properties. We have covered the REIT's past placements...
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Smartkarma’s Week That Was in JP/KR: Japan Passive & Koreans' Rush to Buy Overseas Stocks
The Japanese stock market continues to outperform the Korean stock market in July. TOPIX is up 2% while KOSPI is down 1.6% this month (as of July...
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Invincible Investment: Is the Search for Yield Becoming Too Difficult?
On Wed 18 Jul Invincible Investment Corp (8963 JP) announced that it would raise capital to invest in four domestic hotel properties and two...
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