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EPFR Exchange Podcast – Japan Equities: From a dark to sunlit investment trap, feat. Pictet Asset Management Jon Withaar

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by Cameron Brandt
09.28.2023

In this episode, Research Associate Kirsten Longbottom and Director of Research Cameron Brandt invite Pictet Asset Management’s Senior Portfolio Manager Jon Withaar to discuss major themes in Japan (read more on Japan in this Quants Corner).

We look back at 2015 when the corporate governance code was introduced, discuss the current, relatively cheap valuations of Japanese assets, explore what bad inflation looks like for Japan, examine the linkages between Japan and China in the long term, ask where the Bank of Japan will go from here and delve into the benefits of a weak Yen versus strong Dollar.

 

Listen in and email us at podcast@epfr.com with questions, or contact us if you want more information on the Fund Flows and Asset Allocations data we track.

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