Page three - Japanese equities to outperform

We increased weightings in Japan, for what we think could be a multi-month period of out performance

Last week, the Global Thematic and the Asian Equity Absolute Return Portfolios increased their weightings in Japan for what we think could be a multi-month period of outperformance. In last week’s Flagship report, Paul outlined a case for increased fiscal spending to cope with the Hurricane Harvey disaster which would lead to an increase in US yields and a rally in the USD. In our region, this implies an outperformance of Japan vs. Asia.

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Ken_Dyks
Ken_Dyks

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@cponderbudd Does the downward adjustment of the GDP number change this opinion?



Paul Krake
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Paul Krake
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Ken_Dyks
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Ken_Dyks
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