2016年全日本研究团队：定量研究，第2号：KEIICHI ITO

第二名重复是SMBC Nikko Securities'Keiichi Ito.，谁提供基于市场的“评论和分析，这是有用的和可操作的”，一个投资组合经理证明。46 ITO 46，美国联邦储备的货币政策是日本股票投资者的基本问题，因为美国利率是风险与风险情绪之间变化的动力。此外，两国利率之间的差距“直接影响日元率，并达到公司利润，”他指出。Beyond these macro considerations, the researcher is also monitoring the potential impacts of government action in the run-up to this summer’s upper house elections, forecasting that the ruling Liberal Democratic Party might move to bolster share prices by, for example, allowing the country’s ¥139.8 trillion ($1.2 trillion) Government Pension Investment Fund to directly buy and sell stocks. In addition, environmental, social and governance considerations, which have already taken hold by the U.S. investment community, are gaining popularity elsewhere around the globe, he notes. Since Japan’s GPIF signed on to the United Nations’ Principles for Responsible Investment in September, “other pensions and also money managers have started thinking about ESG investment,” says Ito. “At the initial stage corporate governance is most important, and environmental and social factors will become important sometime later.”