Smartkarma Webinar | Markets Technical Outlook - Bumpy or Bearish?
In this Smartkarma Webinar, Thomas Schroeder will provide his technical outlook for markets. After the recent melt-up, markets are up against...
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How Are Asian Investors Positioning Their Portfolios?
Investor positioning data to early-May 2020 show global investors’ holdings are well-below typical equity benchmarks This is particularly so in...
514 Views
Japan & Covid-19 - A Dog's Dinner
We are disappointed by the handling of the heath crisis in Japan, which compares poorly with regional peers – Korea, Taiwan and Singapore. The...
340 Views
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...
316 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...
345 Views