Trillions Is Japan Back?
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Oct 23, 2025 Join Jeremy Schwartz, Chief Investment Officer at WisdomTree, as he dives into Japan's shifting political landscape with the election of Sanae Takaichi, the country’s first female prime minister. Schwartz discusses Japan's promising investment outlook, driven by currency hedging and dynamic market conditions. He highlights Warren Buffett's impact on Japanese investments and the importance of Japan's tech contributions amidst global growth. Lastly, Schwartz addresses the implications of Japan's high debt and the evolving strategies of WisdomTree’s ETFs.
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Hedged Japan Beat The S&P
- DXJ (WisdomTree Japan Hedged) has outperformed the S&P 500 since 2012, making it a rare international winner.
- Jeremy Schwartz argues hedging currency risk is often misunderstood and can materially improve international returns.
Japan As Global Components Play
- Japan's market is more a global components play than a domestic consumption story.
- Jeremy highlights firms like Tokyo Electron and SoftBank as parts of global tech supply chains rather than MAG-7 style giants.
Following Buffett Into Japan
- Jeremy followed Warren Buffett's big move into Japanese stocks and even built a fund centered on those names.
- WisdomTree launched the Japan Opportunities fund with heavy weight to Buffett-linked stocks.
