menu
search
Skip to main content
search

Search to find the correct information:
search
Search
Masahiko Loo Profile
Masahiko Loo
Investment Director

Insights By Masahiko Loo

Showing of Insights Posts
Japan Macro and market Monetary policy Inflation Interest rates Fixed income program Quick Take
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Should investors prepare for a rate hike in Japan?

Investment Directors Marco Giordano and Masahiko Loo discuss why a rate rise in Japan may occur sooner than markets expect.

Continue reading

By

Marco Giordano

Masahiko Loo

event
Quick Take
2024-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Monetary policy Currency Government bonds Fixed income Japan Interest rates Volatility Quick Take
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

New BOJ governor: Dove, hawk… or owl?

Investment Director Masahiko Loo and Client Portfolio Manager Jitu Naidu discuss potential implications of the upcoming “changing of the guard” at the BOJ.

Continue reading

By

Masahiko Loo

Jitu Naidu

event
Quick Take
2024-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Japan Volatility Monetary policy Private pension (DB) Retirement Interest rates Quick Take
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Could Japan face a UK-style pension crisis?

Investment Director Masahiko Loo explores the risks of Japan facing a UK-style pension crisis and identifies fundamental reasons that make Japanese pension funds inherently less vulnerable. 

Continue reading

By

Masahiko Loo

event
Quick Take
2024-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Monetary policy Inflation Interest rates Economic cycle Currency Japan Fixed income Quick Take
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Bank of Japan policy shift: Waiting for the other shoe to drop?

Client Portfolio Manager Jitu Naidu and Investment Director Masahiko Loo share their take on the consensus view that Japan has reached several key inflection points.

Continue reading

By

Jitu Naidu

Masahiko Loo

event
Quick Take
2023-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
4 LOAD {count} MORE

URL References

Related Insights

© Copyright 2024 Wellington Management Company LLP. All rights reserved. WELLINGTON MANAGEMENT ® is a registered service mark of Wellington Group Holdings LLP. For institutional or professional investors only.

View More