DFJ News and Press, WisdomTree Japan SmallCap Fund From 07/20/22

Gold’s performance was driven by a combination of rising inflation, geopolitical risks, and a weaker yen. Bond yields in Japan may remain capped. Global growth slowdown and local economic pressure may finally translate into higher financial market volatilities. Wh...

This research highlight summarizes the key impact papers and provides an overview the market signposts in Q2. Mainland China will continue to tighten its efficiency control over the energy-intensive industries as part of the key efforts to achieve carbon pledges. An unprecedented ...

June had seen global employment growth generally holding up well, with many firms continuing to rebuild workforces that had been affected by the pandemic. Key to the price outlook will be the supply situation. Like the US and eurozone, the UK is seeing a natural moderation of grow...

Abenomics was aimed at trying to help the country avoid a deflationary spiral. A new challenge has emerged in the form of historically high rates of inflation, which may prove to be difficult for Japanese companies to navigate. The magnitude of cost increases for producers in Japa...

The assassination of Japan’s longest-serving former prime minister shocked the nation and markets, pushing up the yen and sending stocks lower, before their recovery by market close the same day. Although far from a done deal, prospects of constitutional reform have increased a...

The yen’s tumble to two-decade lows may propel exports and help quicken a rebound for its inbound travel and tourism sector as Japan eases pandemic border restrictions. Japanese equities are quite undervalued relative to many other developed nations, and we believe Japan’...

Last quarter, the Asset Allocation Committee adopted an underweight view on global equities and leaned more heavily into cash, commodities and other alternative, diversifying assets. The Committee’s views on real and alternative assets are unchanged this quarter. The Asset ...

It will be a busy week for Fed speak as Williams talks about LIBOR on Monday, Barkin discusses recession on Tuesday, Waller speaks on Thursday and Bostic talks on Friday. Energy traders will have a lot to keep their eye on next week as President Biden makes a trip to the Middle East a...

Global economic growth accelerated in June thanks primarily to rebounding business activity in mainland China after lockdowns related to the Omicron wave were eased. Demand growth, as measured by inflows of new orders, meanwhile slowed globally to reach a near two-year low and hint at...

Global cost pressures eased in June albeit remaining elevated. Rates of increase of business costs decelerated in the US, eurozone, and UK, with the latter once again seeing a notably firmer rate of increase. A key driver of the slower rate of manufacturing input cost increase in ...