Japan in focus as Tokio Marine’s Watts Itoh joins Lausanne Summit
Watts Itoh, chief product specialist at Tokio Marine Asset Management, is joining the upcoming Pan-European Summit Lausanne 2018, taking place 25-27 April at the Beau-Rivage Palace in the Swiss city.
Under the headline ‘Japan: The Breakout’, Itoh will outline developments there over the past year in context of the two ‘lost’ decades. Questions to be addressed include whether or not it has changed, and whether the changes are cyclical or structural.
Also addressed is the question whether investors should go for a full or overweight allocation to Japan in light of what data suggests about top-down versus bottom-up derived investment flows. Itoh will also outline the growth oriented stockpicking approach that Tokio Marine AM has in this area.
With over 25 years’ experience in Japanese and international markets across fixed income, equity and derivatives, Itoh interacts broadly with investors on investment and allocation ideas. He has held various analyst, sales and fund management responsibilities at Morgan Stanley, Credit Suisse, UBS and OakHill Platinum Partners among others. He holds a BA from Keio University, MBA from MIT, MA from The New School, and MM from New York University.