投資プロフェッショナル
Tomoya Masanao
Co-Head of Asia-Pacific Portfolio Management, Co-Head of PIMCO Japan
Mr. Masanao is a managing director in the Tokyo office, co-head of Asia-Pacific portfolio management, and co-head of PIMCO Japan. He manages global and Japanese portfolios and co-oversees the firm's Asia-Pacific investment teams. He is also a member of the Asia-Pacific portfolio committee. Mr. Masanao joined PIMCO in 2001 as a global portfolio manager in the Newport Beach office and relocated to Tokyo in 2002. Prior to joining PIMCO, he was an executive director and senior portfolio manager at Goldman Sachs Asset Management in London. Previously, he was also with The Sumitomo Bank in London, Tokyo, and Osaka. He has 36 years of investment experience and holds an MBA from Boston University and master's and undergraduate degrees in engineering from Osaka University. Mr. Masanao serves on the board of directors for Room to Read, a global nonprofit that promotes literacy and gender equality in education in low-income communities.
最新の洞察
経済・市場コメント
2026年のアジア太平洋地域では、成長のペースが落ち着く一方で、各国の政策対応がこれまで以上にばらつき始めています。こうした環境下では、市場ごとの相対的な魅力を見極めながら、規律ある投資を行うことがますます重要になります。
経済・市場コメント
日本の超長期の国債利回りが25年ぶりに3%を超え、利回り曲線のスティープ化が急速に進んでいます。ボラティリティが高い状況は続くと予想されますが、利回りと世界の債券市場で分散を求める投資家にとって、日本国債のバリュエーションは魅力的だと見ています。
