Neu Capital in Japan!
May 15, 2026
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We set an ambitious ‘Tokyo Target’ in 2024 and the team smashed it. From skiing and après to snow monkeys in Hakuba and endless amounts of ramen in Tokyo, our Japanese trip was filled with unforgettable memories and even greater company!
So what’s in store for 2025?
Will the record inflows into credit, both directly and via CIO allocations, continue?Will credit spreads continue to rally?
What will a change in the US Presidency bring (that hasn’t already been priced in)?Can the consumer and SMEs keep hanging tough?
Will the lift in bank and fund manager share prices in 2024 spill over into non-bank lender valuations, or will their share prices remain subdued?
Will we see a major market wobble, and if we do, what will be the catalyst and where will the casualties occur?
We have some views on all of these so please reach out if you’d like to discuss our thoughts on why the rally in credit spreads probably has further to run.
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