Rising Expected Returns in the Land of the Rising Sun

Published on January 21, 2026

In the last 10-plus years, investors have grown accustomed to Japanese financial assets lagging their global counterparts.

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Areté Market Review Q4 25

January 21, 2026
Despite a fair amount of news and histrionics in the fourth quarter, stock and bond returns were relatively modest. The S&P 500 posted a moderate rise of about 2.5% and the TLT bond ETF lost about 1%.

Looking Past the Noise of Early 2026

January 21, 2026
2026 is coming out of the gate quickly. In just the first two weeks, we’ve seen a flurry of headlines – rapid-fire policy proposals, legal uncertainties, and fast-moving geopolitical developments – all with the potential to influence the economy and financial markets.