Podcast: Good Momentum for Value and ESG investing

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.

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Frederic Peemans
Tel: + 32 2 761 92 41

Astrid Gehoel-Ceelen
Tel: +32 2 761 92 42

Mieke Hofman
Tel: +32 2 761 92 43

By October 15, 2021 09:19