Junichi Inoue
Junichi Inoue is Head of Japanese Equities and a portfolio manager at Janus Henderson Investors, a position he has held since joining Henderson in 2016. Prior to Henderson, he worked at DIAM Asset Management, where he was a fund manager for global REITs on the broader equity team from 2012. Before that, he was with BlackRock for 14 years after originally being hired by Mercury Asset Management in Tokyo in 1998. (Mercury Asset Management was acquired by Merrill Lynch in 1997; their asset management business merged with BlackRock in 2006.) During this time, he covered Japanese equities as an analyst and portfolio manager and interacted with global/EAFE teams in London. From 2002 to 2006, he was based in London, working as part of the global equity team covering Japanese markets. In 2006, he moved back to Tokyo, where he managed fundamental Japan equity portfolios across all capitalisations until his departure in 2012.
Junichi holds a bachelor of laws degree from Hitotsubashi University. He has 29 years of financial industry experience.
Articles Written
Following a transformative year for Japanese equities, what lies ahead for 2025?
Junichi Inoue looks back on a pivotal year for Japanese equities and discusses the implications and key risk for investors in 2025.
Unlock the potential of Japan Equities
Japan’s economic landscape is undergoing transformative changes, from monetary policy shifts to corporate governance reforms, creating a fertile ground for investment. Junichi Inoue, Head of Japanese Equities on Tuesday 26 November introduced our Japan Opportunities Fund, and had an engaging discussion on the compelling case for Japanese Equities, with Chris Hill, Associate Director, UK Client Group.
Investing in a new Japan
Why have Japanese stocks become much more investable today?
Quick view: Japanese election sparks market jitters, political uncertainty
We explore the electoral setback for Japan’s Liberal Democratic Party, as the country navigates political uncertainty and market instability.
Insights into the Japanese equities market sell-off
Discussion on the multiple triggers that led to the recent sharp market sell-off.
Japanese equities: Corporate governance reform and the biggest surprise of the year
Discussion on the second stage of Japan’s corporate governance reforms and investor implications.
Japanese equities: The start of a new economic regime?
The Bank of Japan’s long-awaited rate hike decision and its implications on the stock market.
Reigniting interest in Japanese equities
Following decades of economic stagnation in Japan, the region’s stocks are finally attracting investor attention again.