Image
A photograph of busy people crossing the street
News

Asian AM Giants take Minority Stakes in ESG Boutique

[EXTERNAL LINK] News of the strategic partnership between Sumitomo Mitsui Trust Asset Management Co., Ltd. and Osmosis (Holdings) Limited ) has been featured in Citywire Selector, Wealth Briefing and Funds Global Asia.
Image
Photo of koi carp in a pond
Press Release

SuMi TRUST AM and Osmosis (Holdings) Limited Enter into Legally Binding Agreement for Strategic Partnership

Sumitomo Mitsui Trust Asset Management Co., Ltd. (“SuMi TRUST AM”) and Osmosis (Holdings) Limited (“Osmosis”), a UK-based sustainable investment manager specialising in a resource efficient strategy, have entered into a legally binding agreement to form a strategic partnership. This follows the 7 July announcement* of a non-legally binding agreement.
Image
Photo of a document with a graph in it
News

Market Review for October 2023

The Japanese equity market saw TOPIX fall by 3% while the Nikkei 225 slid by 3.1%. US bond yields and rising tensions in the Middle East weighed on the Japanese equity market in October. Large cap stocks outperformed in the beginning of the month but small and mid cap stocks dominated towards the end of the month.
Image
Semiconductor
News

A Top Japan Fund Manager Snaps Up Chip Stocks on AI, EVs Demand

[EXTERNAL LINK] In an interview with Bloomberg, SuMi TRUST's Chief Portfolio Manager of the Sakigake High Alpha Strategy, Katsunori Ogawa, discusses his plans to boost investment in semiconductor-related stocks amidst the soaring demand for artificial intelligence and electric vehicles.
Image
People looking at graph stock
News

Market Review for September 2023

The Japanese equity market saw TOPIX hit its highest level since March 1990, while the Nikkei 225 slid for the third consecutive month. Expectations for further US rate hikes fell in the first half of the month, providing a boost for Japanese equities. However in the second half of the month the Federal Open Market Committee members raised their policy rate projections amidst strong US economic indicators, causing Japanese equities to slide.
Image
Girl with VR headset
Insights

The Future of the Gaming Industry

SuMi's Coffee Break Column: Tatsuya Suzuki, Chief Portfolio Manager of the Japan Quality Growth Strategy, discusses the future of the gaming industry and stocks which stand to benefit from the future technological developments emerging in the industry.