While there were concerns about rising interest rates in August, bonds remained unchanged. Against a backdrop of a stronger dollar and weaker yen, Bloomo's income monthly report stated that it would continue managing assets with a focus on capital preservation, while Bloomo Core's monthly report indicated that it had adopted a strategy of pursuing growth while staying defensive.
Bloomo's income monthly report describes August's financial environment as one in which concerns about rising interest rates persisted, while the bond market remained broadly unchanged. The dollar's strength against the yen continued, and the report stated that the basic asset management policy would remain focused on capital preservation.
The report positions risk-focused asset allocation, selection of products emphasizing stability, and management aimed at limiting volatility as ongoing priorities. Although no specific securities or figures are provided in the main text, the strategy is understood to continue prioritizing capital preservation.
Meanwhile, the latest Bloomo Core monthly report notes that equities rose in August despite concerns about rising interest rates, and states that the strategy of pursuing growth while staying defensive will continue. It indicates a policy of maintaining a balance between proactivity and defensiveness in response to market conditions.
These developments represent a reaffirmation of the asset management policy against a backdrop of a stronger dollar and weaker yen, with investors expected to monitor both the defensive stance and changes in market conditions.