Japan: a new dawn?
Listen now
Description
Japan’s fortunes look set to change, with its stock market currently reaching all-time highs. Our European and Asian equity team members discuss the role that corporate governance reforms are playing in this improving investor sentiment.
More Episodes
Sid Chhabra, head of European High Yield, Securitized Credit and CLO Management, and Mike Reed, Head of Global Financial Institutions, discuss why the current backdrop is favourable for high yield, select investment opportunities in the banking, energy, telecoms and real estate sectors, and the...
Published 11/15/24
Published 11/15/24
Habib Subjally, Head of Global Equities and Senior Portfolio Manager, and Mike Reed, Head of Global Financial Institutions, discuss drivers of equity markets over the last few years, productivity and innovation in challenging times, and the Global Equity team’s focus on great businesses which...
Published 07/15/24