Japan and the global recovery – the outlook for investors

Presented by

Archibald Ciganer & Dan Hurley

About this talk

Japan markets experienced something of a turnaround in the early part of 2021 as cheap valuations of companies that had been severely affected by the pandemic started attracting interest from investors, while fears of a pick-up in stimulus-led inflation further helped drive the large rally in value and low-quality stocks. While a global recovery should provide a cyclical tailwind for its equity markets, Japan continues to face challenges overcoming the virus. Please join Archibald Ciganer, portfolio manager, and Dan Hurley, portfolio specialist, on 14 June at 10:00am BST / 11:00am CET, when they will discuss the current market environment and outlook for investors in Japan equities. They’ll also review recent performance and current positioning of our Japan Equity Strategy, and specifically how Archie’s been managing his quality-growth bias portfolio through a value-led, cyclical rally.

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At T. Rowe Price we’re solely focused on providing long-term results for you and your clients. Founded in 1937, we’re an independent investment management firm serving clients in 50 countries across Europe, the Americas, Asia and the Middle East. We opened our UK office in 1979, going on to launch our OEIC Fund Range in 2016. We offer investors a full range of equity and fixed income strategies across multiple asset classes, sectors, styles, and regions.