Podcast: Good Momentum for Value and ESG investing

UBP
By October 15, 2021 09:19

Podcast: Good Momentum for Value and ESG investing

Good Momentum for Value and ESG investing

Flash Update | Japanese Equities

For Professional Investors in Switzerland or Professional Investors as defined by the relevant laws
Funds classification under Sustainable Financial Disclosure Regulation (SFDR): Article 8

Key takeaways

  • A compelling investment opportunity: Japanese equities offer attractively priced and more visible earnings growth for 2021 and beyond. Nevertheless, Japanese equities are currently trading at a discount to global equities.
  • Japan equity markets have outpaced major developed market equities both in 2020 and year-to-date in 2021 as the world seeks to transition to a post-pandemic recovery.
  • Sompo Japan, our exclusive partner, is among the pioneers of ESG investing in Japan.
  • We are pleased to confirm that UBAM – SNAM Japan Equity Sustainable is now classified Article 8 under the SFDR classification.
  • UBAM – SNAM Japan Equity Sustainable deliver positive relative performances year to date and offer attractive ESG profiles. The portfolio is well positioned for different market scenarios with a good mix of companies benefitting from the new and improved normal as well as companies thriving in the currently expected rebound of global GDP growth.

Click here to listen to the podcast:

📣Podcast

Asset Manager
UBP

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Website:www.ubp.com

Frederic Peemans
Tel: + 32 2 761 92 41
frederic.peemans@ubp.com

Astrid Gehoel-Ceelen
Tel: +32 2 761 92 42
astrid.gehoel-ceelen@ubp.com

Mieke Hofman
Tel: +32 2 761 92 43
mieke.hofman@ubp.com

UBP
By October 15, 2021 09:19

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