Japanese Yen

Strategy

What's 20 trillion yen between friends?

The Bank of Japan is trying to convince the market that there is “nothing to see here” despite a sharp drop in its asset purchase flow from ¥80 trillion to ¥60 trillion per annum. Add this to the list of reasons to worry about potential yen appreciation, but don’t think of it as a leading concern for global rates or risk assets.

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Strategy

Up the stairs, down the elevator

During times of uncertainty investors tend to gravitate toward the Japanese yen. This makes the yen a good tail hedge within a portfolio context, as the yen will appreciate when you need it the most.

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Strategy

A postcard from Tokyo

Japan is a fascinating country. Its culture, people and cuisine are just as intriguing as its unconventional policies. Here are my key takeaways from a week of meeting policymakers, academics, investors and analysts.

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