Jason Hsu has seen increasing interest in Japan as a growth and currency diversifier. While no one can predict how long Japan's recovery will last, investors are expressing interest in another option.
Rayliant Global Advisors
Financial Services
Pasadena, California 4,267 followers
#Emerging markets & international investment experts. Our active strategies blend behavioral and local insights.
About us
Rayliant* is an asset manager focused on generating alpha from investing in China and other inefficient emerging markets. We develop innovative quant strategies that bring together elements of behavioral finance, data science and local market insights. We have a total of USD 17.2 billion** across equity, fixed income and alternatives strategies. Our clientele includes institutional and high net worth investors globally. We have offices*** in Beijing, Shanghai, Hangzhou, London, Los Angeles and Taipei. Rayliant was founded in 2016 by Jason Hsu, Ph.D. He also co-founded Research Affiliates, a smart beta and asset allocation leader with USD 147 billion in assets managed using its strategies (as of March 31, 2024). He is an adjunct professor in finance at UCLA Anderson School of Management and has won numerous awards for his research. To learn more about Rayliant’s research perspectives on global markets, smart beta, asset allocation, quantitative methods, among other topics, please visit our Insights section. *Rayliant is registered with the US SEC as a Registered Investment Advisor under the name Rayliant Investment Research d/b/a Rayliant Asset Management. **As of June 30, 2024. Assets includes non-discretionary assets managed by external asset managers using our strategies and non-discretionary assets benchmarked to our indexes. ***Includes offices of Rayliant and its affiliates Important Information: https://funds.rayliant.com Social Media Disclosure: https://bit.ly/3b920lW
- Website
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https://www.rayliant.com
External link for Rayliant Global Advisors
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Pasadena, California
- Type
- Privately Held
- Founded
- 2016
- Specialties
- Investment Management, Factor Investing, Asset Management, Quantamental, Quantitative Investment, China, Greater China, Equity Investment, Quantitative Equity Research, Investor Behavior, Smart Beta, asset allocation, alternative, multi-assets, emerging markets, ESG Investing, Active ETF, China ETF, and Japan ETF
Products
Locations
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Primary
Get directions
135 N. Los Robles Avenue
Suite 110
Pasadena, California 91101, US
Employees at Rayliant Global Advisors
Updates
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Thank you for supporting Rayliant this past year. Wishing you a successful and prosperous 2025! #NewYear #2025
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Energy was the worst-performing commodity sector in Q3, with concerns over global growth outweighing supply risks, causing oil prices to drop by over 16%. That said, given a wide range of upside and downside risks—from the increasing likelihood of a US soft landing and potential recovery in China on the demand side, to OPEC+ production cuts and geopolitical risks on the supply side—we remain bullish on energy. Despite the consensus bearish outlook, with the consensus pegging oil prices to end 2025 between $60-80/barrel, we see potential for shocks like those just mentioned, not least of which one that analysts in the same survey ranked as a key factor: China stimulus leading to stronger demand. Click the link in the comments to read the full Q3 2024 Asset Class Update. #finance #economics #investing #macro #opec #crude #oil #energy
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Jason Hsu suggests thinking of our funds on Japan, China, Developed Markets, and Emerging Markets ex China as active mutual funds in an ETF wrapper.
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At this year's opening ceremony of the Asia-Pacific CPA Association, Rayliant CIO Jason Hsu was a featured guest, sharing his thoughts on global macroeconomic trends and the intensification of the competition between the US and China under Trump's 2nd term as president. #finance #economics #investing #etf #emergingmarkets #macro #China
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This holiday season, we extend our warmest wishes to our clients, partners, and colleagues. Thank you for being part of our journey. Happy Holidays from all of us at Rayliant. #Christmas #holidays
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Rayliant's Phillip Wool draws upon his past experience as a finance professor and academic research to explain behavioral alpha in emerging markets. Phillip will again join host Michael A. Gayed, CFA on another edition of Lead-Lag Report Live this Thursday! Tune in on Thursday, Dec 19th at 1:30pm ET / 10:30am PT to watch to live! https://lnkd.in/gUzux3Xz #finance #economics #investing #etf #emergingmarkets
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As equities have risen, US stock valuations have become relatively expensive, even accounting for strong corporate earnings growth, while Emerging Markets (EM) are at their cheapest relative to Developed Markets (DM) in over 20 years. Indeed, despite EM stocks’ strong performance in 2024, DM stocks, particularly in the US, have still outpaced them, continuing a trend seen for much of the past 15 years. However, historical cycles show EM outperformance often follows periods of dollar weakening, and with the Fed's policy pivot potentially weakening the dollar, EM stocks could benefit from lower rates and growth—especially if the easing doesn’t lead to a recession. Click the link in the comments to read the full Q3 2024 Asset Class Update. #finance #economics #investing #macro #emergingmarkets #developedmarkets
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Rayliant's Global Head of Research, Phillip Wool, joined Michael A. Gayed, CFA, on Lead-Lag Report Live to discuss why investors often discount or even avoid Emerging Markets investing entirely. Watch the full session to hear how the Rayliant Research team identifies and steers around the "red flags" often present in EM. #finance #economics #investing #etf #emergingmarkets
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How is Japan’s labor market transformation paving the way for economic growth? Rayliant’s Japan market partner, Sumitomo Mitsui DS Asset Management (UK), and Chief Global Strategist Hisashi Shiraki break it down in the latest 'Chart of the Month,' highlighting this turning point for Japan’s economy. After decades of deflation and stagnant wages, coordinated efforts by the government, corporations, and unions are driving a "virtuous cycle" of wage growth and inflation. Coupled with strong corporate profitability and a renewed focus on shareholder value, these changes are setting the stage for a revitalized economy. As Japan tackles labour shortages and demographic challenges, the market is poised for growth, offering exciting opportunities for investors. CLICK THE LINK in the comments to read the full commentary. #Finance #Economics #Investing #ETF #Japan
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