Trust Issues: Investing in Japan with SJG’s Masaki Taketsume
Description
In this episode of Trust Issues, we speak to Masaki Taketsume, manager of Schroder Japan about the investment case for Japan, including his thoughts on corporate government reforms, recent performance, the impact of tariffs and domestic-oriented plays.
00:00 Introduction
00:37 Overview of investment approach
02:34 Current portfolio weightings
03:19 Potential for domestic plays
04:16 Recent performance
05:31 Thoughts on currency risk
06:35 Impact of tariffs
08:23 Update on corporate governance reforms
10:45 Pushing for further reforms
11:33 Quality of listed universe
12:16 Most exciting opportunities
13:15 Further information
13:34 Risk warning
Our latest note on SJG - https://www.trustintelligence.co.uk/investor/articles?fund_id=38
SJG website - https://www.schroders.com/en-gb/uk/individual/funds-and-strategies/investment-trusts/schroder-japan-trust/
Please note that this podcast was recorded on 1 July 2025.
United States
