November 06, 2018 Value Stocks Show Signs of Awakening by Avi Lavi, Takeo Aso Value stocks have underperformed for years. But things may be changing. Cheaper stocks have shown signs of awakening recently, and several market forces could tip the scales in favor of value after a prolonged growth surge. Equities Likes 0 SHARE Bookmarks
September 13, 2016 The One Statistic Every Bond Investor Should Know by Takeo Aso, Douglas J. Peebles If you’re a passive fixed-income investor trying to make sense of last Friday’s sell-off, the one statistic you must check—and now—is the average duration of your portfolio. Fixed Income Likes 0 SHARE Bookmarks
November 07, 2012 Japanese Carmakers Can Surmount Backlash from China Dispute by Takeo Aso, Atsushi Horikawa The territorial dispute between China and Japan is clouding the outlook for Japanese automakers. But we think that bilateral business pragmatism will eventually trump the current political tensions. Equities Likes 0 SHARE Bookmarks
October 13, 2012 Investors Vote for Equities as Japanese Elections Near by Takeo Aso, Nicholas Davidson Current bearishness on the yen is reigniting investors’ interest in Japanese equities. In our view, yen weakness is likely to continue and may help boost the Japanese equity market, with undervalued companies poised to benefit most. Currency, Economics, Equities Likes 0 SHARE Bookmarks