Kei (Kay) Akamura
Portfolio Manager and Managing Director for Japanese Equities at Neuberger Berman, providing analysis on the yen, Japanese bonds, CPI, and sector opportunities.
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Jan 26, 2026 • 20min
Yen Rises with Warning From Takaichi, Metals Rally
Katy Kaminski, Chief Research Strategist at AlphaSimplex, explains the drivers behind the precious metals rally. Kei (Kay) Akamura, Portfolio Manager at Neuberger Berman, breaks down yen moves, intervention risk, and Japan market opportunities. They discuss yen intervention risk, gold and silver’s surge, Japan CPI and bonds, and sector plays from AI to value stocks.
