Disclaimer: Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author’s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.
Japan

Podcast: Volatility, dis-inversion and the path of rates – Market Talk
What was behind the 'flash crash' and last week's smaller wobble? Ben Bennett, Investment Strategist APAC, explains all. 
Reflecting on the 2024 Japan AGM Season
The 2024 AGM season in Japan has revealed a mixed landscape of advancements and entrenched challenges in corporate governance and other key issues. 
Podcast: Indian elections, Chinese bonds and US payrolls – Market Talk
Where next for investors in light of the Indian election result? 
We’re calling on Nippon Steel to become a regional leader on climate-related lobbying disclosures
After two years of intensive individual and collaborative engagement, we have co-filed a shareholder proposal on climate-related lobbying. 
Podcast: Strong equities, supportive credit, currency vol – Market Talk
As we head towards the end of the first quarter, what are the reasons behind equity and credit strength despite sovereign bond yields remaining relatively... 
Climate policy engagement: spotlight on Japan
We believe Japan has much to gain from adopting more robust Paris-aligned policies that avoid tying the country down to a carbon-intensive economy. 
Highlights from Japan’s AGM season
We saw improvements in board independence and diversity, more investors holding directors accountable, and another record year of shareholder activism. 
Podcast: Japan – dancing to a different tune?
It's rare that we hone in on a single country on LGIM Talks, but while Western economies have embarked on a rate-tightening cycle, Japan has... 
Market Talk podcast: making sense of mixed signals
Ben Bennett examines the complex picture being painted by US economic data, optimism on China and what a new governor at the Bank of Japan... 
When will central banks cease tightening?
Markets suggest the US has almost reached an inflection point, while the UK and Europe have further to go in their battles against inflation. Recommended content for you
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