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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