Asian Insurers - Mea EIOPA
* European Insurers Leading Global Insurance Capital Preservation: The ebbing economic tide has significantly exposed the European financial system...
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Japan: Hold Your Nerve
The number of coronavirus cases in Japan is still rising and with it the risks of a technical recession. Despite this we remain overweight Japanese...
313 Views
Japan - A Brighter 2020
We are optimistic about Japan’s growth prospects in 2020 and are overweight Japanese equities in our regional relative portfolio. The economy, led...
333 Views
Japan: Don't Hold Your Breath
We have been losing confidence in the Japanese growth story for some time, arguing that the best is behind. The reason for staying long Japanese...
433 Views
High Savings - The Curse Of Plenty?
The so called global savings glut is a popular theme among mainstream economists and an excuse frequently used by global central bankers to explain...
493 Views