Sumitomo Mitsui DS Asset Management
Published
08/01/2026
Read time 30 minutes
Capital at risk. All investments involve risk and investors may not get back the amount originally invested.
Overview

2025 was a turning-point year for Japan. The past 12 months saw the economy finally exist from deflation, the Nikkei reached a succession of new all-time highs, and a new Prime Minster entered office with a re-energised reform agenda. Topics covered:

  • How should investors view the new leadership of Sanae Takaichi and her ambitious reform agenda?
  • What impact has the new global trade regime ushered in by President Trump had on Japan’s exporters?
  • Why Japan today is not just a value story without a near-term catalyst?

 

Download our 2026 outlook to learn what we expect the year ahead to bring.

 

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Contact Us

If you have any account or dealing enquiries, please contact BBH using the following contact details:

Brown Brothers Harriman (Luxembourg) S.C.A.
80, route d’Esch, L-1470 Luxembourg
T: +352 474 066 226
F: +352 474 066 401
E: Lux.BBH.Transfer.Agent@BBH.com

RH Squared

Richard HAXE

Managing Director, Head of Business Development

AB Squared

Alex BARRY

Executive Director, Head of Distribution - UK and Ireland

CC Squared

Chloé CHOQUIN

Director, Business Development & Client Relations

TC Squared

Thomas CARTWRIGHT

Director, Business Development & Client Relations

Disclaimer

An investment’s value and the income deriving from it may fall, as well as rise, due to market and currency fluctuations. Investors may not get back the amount originally invested. 

The information on this website is not intended to be investment advice, tax, financial or any other type of advice, and is for general information purposes only without regard to any particular user's investment objectives or financial situation. The information is educational only and should not be construed as an offer, solicitation, or recommendation to buy, sell, or transact in any security including, but not limited to, shares in any fund, or pursue any particular investment strategy. Any forecasts, figures, opinions or investment techniques and strategies set out are for information purposes only, and are based on certain assumptions and current market conditions that are subject to change without prior notice.  The views of Sumitomo Mitsui DS Asset Management (UK) Limited reflected may change without notice. In addition, Sumitomo Mitsui DS Asset Management (UK) Limited may issue information or other reports that are inconsistent with, and reach different conclusions from, the information presented in this report and is under no obligation to ensure that such other reports are brought to the attention of any recipient of this report.

Decisions to invest in any fund are deemed to be made solely on the basis of the information contained in the prospectus and the PRIIPS KID accompanied by the latest available annual and semi-annual report.