Japan has long been an overlooked market and many investors have been disappointed by false dawns, but now is the time to look at Japan from a different angle. Corporate Japan has gone through a transformational period since Abenomics began, and it is now a fertile hunting ground for alpha generation.
Carl joined M&G in September 2019 along with his established team, bringing with him 20 years of investment experience in Japan. This represents a significant investment by M&G in its Pan Asian equities proposition. His unique style of analysis and investment is well suited to the exciting opportunities in Japan today.
Carl will walk you through some of the once-in-a-generation opportunities he sees in the market today. Furthermore, he will illustrate how through corporate engagement, he is able to not only unlock, but also actively add value to the companies he invests in.
Please note, the value of the fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise and you may get back less than you originally invested.