Japanese Equities : New Themes, Old Foundations
March 5, 2026 - 9:00 amJapan’s equity market is shifting, with corporate reform, innovation, and changing domestic demand impacting the landscape for Japanese business performance.
Modernisation built on the traditional corporate strengths and a disciplined approach anchors the market’s trajectory but opens new world of opportunity. This session will explore how these new themes are emerging, where value is being created, and what it means for investors looking to understand Japan’s next phase.
The Panel features leading portfolio managers experts with differentiated approaches identifying opportunities in value, growth and in the smaller end of the market.
Sponsors
Sumitomo Mitsui DS Asset Management
Baillie Gifford
Nomura Asset Management
With panellists
Quilter Investors
Hawksmoor
Cannacord Genuity