Masaki Taketsume, Fund Manager of Schroder Japan Trust (SJG), discusses the themes shaping his portfolio and why he believes Japan continues to offer attractive opportunities for long-term investors.
He explores the impact of corporate governance reforms, government support for AI and advanced technology, and how these structural changes are helping to reshape the Japanese market. Masaki also shares his views on the outlook for Japanese equities, the opportunities he is finding across small and mid-cap companies, how the portfolio is positioned, and why he believes Schroder Japan Trust is well placed to benefit from Japan's evolving investment landscape.
