-
Why the yen is set to strengthen – and why that matters
Normalising interest rates, among other factors, signpost a strengthening of the yen over the medium and longer term.
-
Japan: Authorities push against a strong dollar and oil
The Iran conflict has triggered fresh policy challenges for Japan. The Ministry of Finance has resumed yen intervention but will struggle to reverse depreciation while the Iran conflict remains unresolved. The Bank of Japan is close to hiking and reconsidering its bond tapering path.
-
Schroder Japan Trust: Japan’s oil position – what the headlines may be missing
The concern surrounding Japan’s energy dependency is not unfounded. But the full picture suggests the risks are considerably more manageable than the media headlines have implied.
-
Japan Fund quarterly update Q4 2025
Watch our latest webcast to look back at the last quarter of 2025 with Carl Vine, Co-Head of Asian Investment, and Sunny Romo, Investment Director. They highlight the latest updates from the last quarter and discuss their view on the long term strategic opportunity.