Mitsubishi UFJ Asset Management (UK) Ltd.
Mitsubishi UFJ Asset Management (UK) Ltd.
Mitsubishi UFJ Asset Management (UK) Ltd.

Insights

Equity | Japan

BoJ to Continue Raising Interest Rates on back of Spring Wage Negotiations

March 17, 2025

On March 14, the first round of responses to the Spring Wage Negotiations was released with a headline wage increase rate (base increase for base salary bottom-up + regular salary increase) of a stron
By Naoya Oshikubo
View

Fixed Income | Global

Global Fixed Income Monthly - Mar 2025

March 11, 2025

It is usually impolite to talk about politics, primarily because it can make people very angry. With what is currently going on, however, it is difficult to avoid. It is best to be disinterested and f
By Gary Hutchings
View

Fixed Income | Global

Global Fixed Income Monthly - Feb 2025

February 20, 2025

The economic background continues to show a firm US economy but other areas being more subdued. Inflation has come down and is now largely within striking distance of target. That would appear to
By Gary Hutchings
View

Equity | Japan

Japan-U.S. Summit Considered a Success for the Japanese Side

February 10, 2025

On February 7, U.S. time, the leaders of the U.S. and Japan held a summit meeting and issued a joint statement touting “the pursuit of a new golden age for U.S.-Japan relations”. The content of the jo
By Naoya Oshikubo
View

Equity | Japan

The Bank of Japan decided to raise policy rates in January. We expect policy rates to rise to 1% in FY25.

January 24, 2025

With the expansion of NISA (Nippon Individual Savings Account), the number of accounts opened and the amount of purchases have significantly increased from January to June this year. Particularly, the
By Naoya Oshikubo
View

Fixed Income | Global

Global Fixed Income Monthly - Jan 2025

January 22, 2025

The economic background was settling down into the likelihood of a soft landing scenario with 2025 allowing us to explore where neutral rates were. The US economy looked a bit strong but the number
By Gary Hutchings
View

Our Authors

Gary Hutchings

Head of Investment and a Senior Portfolio Manager

Gary Hutchings is Head of Investment and a Senior Portfolio Manager on our Global Fixed Income team that spans London and Tokyo. He joined what is now MUFG AM UK in 1989 and has been running Fixed Income portfolios for over 40 years. He is part of a team of portfolio managers and research analysts that are able to leverage the full MUFG Asset Management global research network.

Hiro Higuchi

Head of Fixed Income and Currencies / Senior Portfolio Manager

Hiro Higuchi is Head of Fixed Income and Currencies and is a Senior Portfolio Manager on the Global Fixed Income team based in London. He joined MUFG Asset Management in 2005. Prior to joining the Fixed Income team in 2018 he was a member of our Advanced Financial Engineering team where he developed a number of asset management models and played a key role in developing patented AI investment technology.

Chisato Haganuma

Chief Strategist

Chisato Haganuma is Chief Strategist of Mitsubishi UFJ Trust and Banking Corp. covering Japanese and Global markets. He has over 30 years’ experience in investment research and analysis. He is highly regarded amongst his peers and is a well-known contributor to the financial press as well as having appeared on Bloomberg and CNN. His macro research papers cover a number of highly topical themes and are available here.

Naoya Oshikubo

Chief Market Economist

Naoya Oshikubo is Chief Market Economist of Mitsubishi UFJ Trust and Banking Corp. covering global macro and markets including Japan. He has strengths in diverse analysis based on academic background in finance and extensive experiences at Japanese and global securities and asset management with numerous exposures in major media.