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  • Japan Equities 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.
  • Japan – land of hidden gems
    Strategists often argue that Japan is perhaps the most cyclical market amongst the major global economies, with profits highly correlated to global trade. We disagree.
  • 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.
  • Japan Equities Update - October 2021
    In our last client update in February 2021, 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 (the TOPIX subsequently peaked in March 2021).
  • Japan Equities February 2022
    The FSSA Japan Equity strategy declined by 3.0% in December and 18.8% over the month of January, driven first by a sharp “growth to value” rotation and then a sell-off by foreign investors from mid-January onwards. This has been a global phenomenon, with high-valuation growth stocks in most developed markets facing similar sell-offs on concerns about inflation and interest rate hikes.
  • Japan
    Learn more about investing in Japanese equities with FSSAIM today. Our Japan investment fund strategies aim to achieve sustainable, long term growth.
  • 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.
  • Positioning for resilience in volatile times
    FSSA Investment Managers has been investing in Asia and global emerging markets for three decades.
  • How should investors position themselves during periods of market volatility?
    Fund Manager Q&A
  • Leading medical equipment company in Japan
  • Insights
    Read the latest news and investment insights from FSSAIM's leading investment experts. We're specialists in APAC and Global Emerging Markets investments.
  • Our funds
    Discover our range of APAC & Emerging Markets (EM) funds today. FSSAIM are investment specialists for China, India, Japan and emerging market equities.
  • Distributions
    View the distribution information of our funds.
  • Price and performance
    View the latest price and performance (%) of our funds.