Amova Asset Management

Professional Investors
Future Quality Insights: what comes after the AI boom? Repositioning for long-term quality
  • 20 October 2026
Looking beyond AI’s biggest winners
Are investors taking a risk by assuming AI investment and earnings will continue to grow at a rapid pace?...
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Professional Investors
Global Investment Strategy Committee Outlook Q4 2026
  • 15 October 2026
When strong earnings meet rising yields
Amova’s Q4 outlook examines why apparently contradictory market signals can coexist, and what could cause...
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Professional Investors
September Tankan: broad recovery intact; shifting allocations in focus
  • 07 October 2026
Japan’s strength masks underlying divergence
The September Tankan indicates a need for gradual normalisation and displays resilient activity.
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Professional Investors
BOJ, Fed: hawkish undertones as inflation pressures broaden
  • 22 September 2026
What do hawkish BOJ and Fed signals mean for markets?
Both central banks raised rates by 25bps as inflation pressures continue to shape the policy outlook....
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Professional Investors
Navigating Japan Equities: looking beyond AI and the rise of TOPIX
  • 21 September 2026
Is Japan’s equity rally broadening?
Amova examines how Japan’s domestic recovery could support sectors beyond AI-related themes.
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Professional Investors
Japan's Growth Strategy: a powerful tailwind for equities and active investing
  • 18 August 2026
Japan's Growth Strategy takes centre stage
The country’s new strategy targets AI, digital infrastructure and other strategic sectors, potentially...
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Professional Investors
The yen: carrying the weight of the world's risk tolerance
  • 06 August 2026
Why does the yen matter to global markets?
Amova Asset Management explores how the yen carry trade shapes global risk appetite and investment positioning....
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Professional Investors
Green bonds: aligning mission and returns
  • 16 July 2026
Rethinking the role of green bonds
The case for combining climate ambition with portfolio performance.
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Professional Investors
Green bonds: from climate tool to strategic necessity
  • 15 July 2026
Why are green bonds becoming essential?
Green bonds are evolving from a climate solution into a strategic investment opportunity.
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Professional Investors
The greenium myth: do investors give up returns?
  • 10 July 2026
Can investors have sustainability and returns?
Has the "greenium" become a myth?
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Professional Investors
AI runs on electricity. Fixed income finances it.
  • 25 June 2026
Green bonds could power the AI build-out
AI is driving a sharp rise in electricity demand, turning power infrastructure into one of the biggest...
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Professional Investors
Sustainable fixed income in a disrupted, energy-hungry world
  • 17 June 2026
Sustainable fixed income in a disrupted, energy-hungry world
Green bonds are becoming central to how modern economies are built and powered.
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