Japan has emerged as a prime destination for global investors as the trade war triggers a reassessment of capital flows into the U.S., according to Pacific Investment Management.
The Asian nation is drawing inflows that seek to benefit from ¡°once-in-a-generation structural reforms¡± in equities and rising rates in fixed income after decades of monetary stimulus, according to Ben Ferguson, co-head of Pimco in Japan. U.S. President Donald Trump¡¯s policy announcements have been ¡°disruptive¡± and the latest tariff announcements ¡°highlight the need to, at least consider diversification,¡± he added.
¡°Japan historically has not been a focus as an investment opportunity for global investors, but this is one of the most dynamic moments that we¡¯ve seen in this economy for the better part of the last three decades,¡± Ferguson, a former Goldman Sachs Group banker who joined Pimco in 2023, said in an interview. ¡°Japan has moved toward the top of mind for global allocators.¡±
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