Amova Asset Management

Investment Management
AI’s power problem has a green solution
How can green bonds support AI development and growth?
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Investment Management
Japan’s Takaichi wins big in snap election
The Prime Minister now faces the task of converting political capital into market credibility.
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Investment Management
BOJ measuredness collides with a moving market
How has the central bank’s outlook changed since October?
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Investment Management
Japan’s JGB jolt
Japan’s snap‑election decision has sent JGBs surging and put the global yen carry trade on alert.
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Investment Management
Global fixed income 2026: Dollar weakness, AI debt risks & green bond opportunities
Global fixed income markets are facing a unique mix of challenges and opportunities.
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Investment Management
Global equities in 2026: AI boom, quality growth & what’s next
Global equity markets are navigating a landscape shaped by a range of factors.
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Investment Management
Japan equity 2026: Reform, returns & value unlocking catalysts
Are Japanese equities on the brink of a major turning point?
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Investment Management
Will the AI boom continue into 2026?
Global equities enter 2026 with AI‑driven growth, narrow leadership, and quality stocks poised for a comeback.
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Investment Management
Will 2026 be another year of divergence?
Fixed income strategies will demand agility as global growth slows and opportunities emerge across regions.
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Investment Management
Are Japanese equities set for another strong year?
Japanese companies head into 2026 buoyed by supportive political, economic, and policy conditions.
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Investment Management
Exploring the capital-intensive turn in cloud infrastructure
As hyperscalers chase AI dominance, investors must weigh growth potential against obsolescence risk.
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Investment Management
Why the current yield environment favours sustainable bonds
How has sustainable fixed income become a core part of modern portfolios?
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