Country Focus
Japan’s Equity Outperformance Has Legs
Japanese equities have been outperforming since mid-October. We expect this trend to continue into 2021, and therefore favor Japan in a global equity portfolio. On the domestic front, although the third wave of the pandemic has been much more…
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Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
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