Finding Opportunity Amid Japan's Paradigm Shift

Advances in quantum error correction are moving the industry closer to fault-tolerant computing. Counterpoint Global examines what has changed, the hurdles that remain and where commercial value may ultimately emerge.

As Japan moves beyond deflation and corporate governance reform gains momentum, where might the next opportunities emerge? Ko Hatazawa, MSIM portfolio manager of the Japanese Equity Fund, explains how the Japan-based team combines local market insight, engagement and a distinctive approach to value to identify companies whose potential for meaningful change may not yet be reflected in their share prices. Listen to the video here.

Physical climate risk is now a balance-sheet issue: 2025 natural catastrophes caused ~$220bn in economic losses, under half insured. A new intelligence layer is emerging across satellites, sensors and climate models, but cheaper hardware and proliferating open datasets are commoditising generic data and forecasts. 1GT argues durable advantage lies with firms pairing hard-to-replicate proprietary data with differentiated models, embedded in customer workflows with measurable ROI.

Higher yields don’t have to end the risk rally, because why yields are rising matters. The stronger cashflows generated from very high nominal growth rate - a whopping 6.5% - wins over higher yields that pressure valuations lower.