Macro Monday Ep101: Big in Japan – not so big in the US
January 19, 20267m 45s
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Show Notes
Chris Holdsworth looks at some of the key takeouts from Investec’s latest global asset allocation committee meeting. These include decisions to maintain an underweight position in US equities – based on the country’s economic outlook and high valuations – and to increase the allocation to Japanese equities. Investec Focus Radio SA