Behind the Screens: Japan - not the obvious choice
Investors don’t tend to think of Japan as a breeding ground for opportunity, and it is perhaps not the most obvious choice for those seeking to maximise yield. However, with encouraging growth prospects and a demographic shift that offers potential if played right, are we missing a trick by pushing Japan to the sidelines?
This week, Dan Carter, Fund Manager of the A-Rated Jupiter Japan Income fund, joined Jock Glover on Behind the Screens to share why Japan is different from other developed markets, why the risk of Japanese irrelevance keeps him up at night and how they are positioning the portfolio to reflect the trends they are seeing in the region.
Listen to the Behind the Screens on your favourite platform here, or listen below.
This podcast was recorded on Tuesday 25th April 2023. This podcast is only aimed at professional advisers and regulated firms and should not be passed on to or relied upon by any other persons. It is not intended for retail investors, who should obtain professional or specialist advice before taking, or refraining from, any action on the basis of the podcast, remembering past performance is not an indication of future performance. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd. Square Mile makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This podcast represents the views and forecasts of SM at the date of issue and may be subject to change without reference or notification to you. Nothing in this podcast shall be deemed to constitute a regulated activity or an invitation or inducement to engage in investment activity and it is not a recommendation to buy or sell any funds or investments that are mentioned during this podcast.