Danica Pension: A selective approach to Japanese equities

Japanese equities have a weighty role in the actively managed portfolio at Danica Pension — but the Danish pension fund also sees limitations in terms of suitable supply within the Japanese markets to cater to its developed markets needs. “The Japan equity market has some more conservative companies, where we don’t see return potential for us. Some changes are happening, but we have mostly looked at consumer goods companies where Japan [is] globally leading, and that leading posit…