1. Featured insight

Client update: A fast thaw after a long winter

China equities have rebounded sharply since early November as the Covid Zero policy drew to a close. If we look back over the past decade, the last two years presented the most difficult stretch for us as China equity investors.

  • 8 mins

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Webcast: Riding out volatility with quality companies

Japan’s equity market experienced a sharp growth to value rotation in January, followed by an indiscriminate sell-off by foreign investors as sentiment on the global economy turned pessimistic.
  • Webcast
  • 45 mins

Riding out volatility with quality companies

Given inflation levels are picking up around the world, why is this not a problem in Japan? There are fundamental differences in Japan’s economy to explain this. First, underlying consumption has stood still in the past decade or so.
  • Article
  • 12 mins

Positioning for resilience in volatile times

FSSA Investment Managers has been investing in Asia and global emerging markets for three decades. We are conservative investors, and resilience during market sell-offs has underpinned our long-term performance.
  • Article
  • 5 mins

Maintaining conviction on Japan equities

The performance of the FSSA Japan Equity strategy has been under pressure year-to-date, driven by a violent style and sector rotation from quality growth to financials and cyclical companies.
  • Article
  • 3 mins

Japan Equities Update - October 2021

In our last client update, we discussed the reasons we resisted the temptation to switch into pure cyclicals and so-called “value” stocks — even though we had anticipated a sector rotation in the market.
  • Article
  • 15 mins

Webcast: Japan – Land of Hidden Gems

In the most recent data, Japan’s economy shrank less than forecasted during the first quarter of the year. With the vaccination program on high gear, are we finally seeing light at the end of the tunnel for Japan?
  • Webcast
  • 53 mins

Japan Equities Update - February 2021

Looking back over 2020, a challenging year for many reasons, there were two key investment decisions that helped the performance of the FSSA Japan Equity strategy.
  • Article
  • 15 mins