Amova Asset Management

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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Investment Management
Mobilising cash: Japan’s corporate wake-up call
Japan’s corporate conservatism is colliding with a new age of shareholder activism.
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Investment Management
Takaichi’s victory sends Japanese stocks soaring
Could the new LDP leader’s agenda mark a return to Abenomics?
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Investment Management
Bank of Japan starts gradual policy shift
Is the BOJ prioritising symbolism over rapid asset reduction?
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Investment Management
What next? Fed faces tough trade-offs
How do rate cuts reflect the tension between the policymaker’s dual mandates?
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Investment Management
Japanese equities outperform S&P with lower volatility
TOPIX stocks offer growth potential and opportunities to strengthen portfolios.
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Investment Management
Level up your portfolio with Japanese content
Capitalise on Japan’s content ecosystem and its global reach.
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