Prior to joining GAM Group in November 2011, she worked as a senior equity analyst at Atlantic Investment Management in Tokyo for five years. Prior to that, she was an analyst/portfolio manager at Goldman Sachs Asset Management in Tokyo for six years. Reiko Mito started her career at the Bank of Japan in Tokyo in 1996. She holds a Bachelor’s degree in Business Administration from the International Christian University in Tokyo and is a CFA Charterholder. She is based in Zurich.
10 May 2019Weekly Manager Views
At GAM Investments’ Weekly Investment Meeting held on 8 May 2019 the speakers were Jeremy Smouha, who discussed the improved fundamentals for the subordinated debt universe, and Reiko Mito, who highlighted the strong earnings from Japanese companies.
13 February 2019Japan: Muting the noise
GAM Investments’ Ernst Glanzmann and Reiko Mito reflect on a difficult year for the Japanese equity market and explain why they remain optimistic in respect of future developments.
13 December 2018Outlook 2019: Investing in a post-peak environment
We asked a number of our fund managers to outline the post-peak environment and consider what it means for their respective asset classes in 2019.
6 December 2018Outlook 2019: key events
We asked a number of our fund managers which key events they are looking out for in 2019 and what the impact is likely to be for their respective asset class.
30 August 2018Japan: Are its well-known deterrents still justified?
The investment community has exhibited long-held concerns towards investing in Japanese equities. GAM Investments’ Ernst Glanzmann and Reiko Mito examine some of these so called ‘deterrents’ and considers whether there are also some opportunities to be found.
Friday, August 10, 2018Fund Manager Portrait: Reiko Mito
Reiko has been managing Japanese equity portfolios for 18 years and, since joining GAM, has become an integral component of our settled Japan equity team, which has established an attractive track record. So, what’s their secret?
Monday, February 05, 2018Japan: The Sun Rises Again
The Nikkei 225 index, Japan’s most widely quoted barometer of stock market health, has endured many ‘red’ days since peaking at a level above 38,000 points almost three decades ago. However, it is currently enjoying something of a ‘black’ renaissance, having reached a 26-year high in early January. GAM investments’ Ernst Glanzmann and Reiko Mito explain why they believe there could be much further upside to come.
Thursday, September 28, 2017Snap Election in Japan: An Investor’s View
On Monday Prime Minister Shinzo Abe announced his plans to dissolve the lower house of Japan’s parliament on 28 September and to call a snap election in October. What will be the impact for markets against the backdrop of encouraging fundamentals but prevailing tensions with North Korea?
Thursday, August 10, 2017Japan: Time to Refocus on Earnings
As featured in Investment Week, Ernst Glanzmann and Reiko Mito, Japanese equity managers at GAM, discuss why the reporting season in Japan will refocus investors' attention on earnings.
Tuesday, May 02, 2017GAM Investment Conference: Investing into the Future
Investors could be forgiven for being distracted by the persistent changes to the geopolitical landscape and for wondering what might happen next to cause further market uncertainty. Paying too much attention to short-term investment trends rather than the importance of longer-term investment planning can prove a costly distraction. The GAM managers give their thoughts on looking long-term for investment success.