Amova Asset Management

Professional Investors
AI, liquidity and the future of quality investing
AI, liquidity and the future of quality investing
Investors should take a step back and assess markets clearly during periods of dislocation.
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Professional Investors
Navigating transition risks in an uncertain world
Navigating transition risks in an uncertain world
Are markets too focused on outcomes?
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Professional Investors
Is the Nikkei telling the full story of Japan's equities?
Is the Nikkei telling the full story of Japan's equities?
What does the TOPIX say that the Nikkei doesn’t?
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Professional Investors
China's AI evolution enters a new era
What investment opportunities could emerge as the country embraces ‘Agentic AI’?
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Professional Investors
Nikkei rally driven by tech sentiment
Nikkei rally driven by tech sentiment
The record surge reflects the tech capex boom more than the yen’s weakness.
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Professional Investors
From dependency to resilience: Energy security and Europe's green transition
From dependency to resilience: Energy security and Europe's green transition
Concerns over energy dependence are reshaping the continent's priorities.
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Professional Investors
Japan's growth progress hidden behind geopolitical headlines
Japan's growth progress hidden behind geopolitical headlines
Are investors overlooking the country’s reforms?
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Professional Investors
Japan's renaissance: Macro, micro & physical AI
Japan's renaissance: Macro, micro & physical AI
How is Japan’s strengthening macro creating a compelling window for equity investors?
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Professional Investors
AI's power problem has a green solution
AI's power problem has a green solution
How can green bonds support AI development and growth?
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Professional Investors
Japan's Takaichi wins big in snap election
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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Professional Investors
BOJ measuredness collides with a moving market
BOJ measuredness collides with a moving market
How has the central bank’s outlook changed since October?
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Professional Investors
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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