Episode Details

In this episode of Trust Issues, Theo Wyld, portfolio manager and analyst for CC Japan Income & Growth (CCJI), provides some insights from his recent trip to Japan, considers what impact the return of inflation might have on corporates and household savings, and updates us on where the trust is seeing opportunities at the moment.

00:00 Introduction

00:58 On-the-ground insights from Theo's most recent trip to Japan

02:16 The pros and cons of being based in London when investing in Japan

04:54 What the return of inflation means for Japan and Japanese companies

07:42 Why households changing their saving and investing habits is such an important dynamic for Japanese stock markets

09:56 What recent changes to the corporate governance code mean for markets

11:56 Will the value rally in Japan continue?

13:53 The impact corporate governance reforms have had on dividends

16:57 What CCJI looks for in a company and how it avoids value traps

19:22 Investing in artificial intelligence in Japan

21:59 Why the yen matters for investors in Japan

25:38 Where CCJI is seeing opportunities today

29:11 Further information

29:29 Risk warning

Our latest note on CCJI - https://www.trustintelligence.co.uk/investor/articles?fund_id=189

CCJI website - https://www.ccjapanincomeandgrowthtrust.com/

Please note that this podcast was recorded on 15 September 2026.