shinzo abe

Hedge Funds

Gloomy forecast for Japanese corporate governance

A pessimistic view of Japanese corporate governance reforms was heard by prominent Australian institutional investors last night at the CFA Market Forecast dinner in Melbourne. Charles Yang, chief investment officer of T&D Asset Management and past chair of the CFA Institute Board of Governors, gave his assessment of the stewardship and corporate governance codes launched […]

This time it is different

The “cosy relationships” between major companies in Japan is being broken up by a wave of corporate reform that will bring rewards for long-only investors. Timothy Griffen, portfolio manager for Lazard Asset Management, a 25 year veteran of Japanese investments who has made money in falling markets through shorting stocks, says Shinzo Abe’s three arrow […]