Episode 3
Renaissance or decline? Japan, Emerging Markets and the question of commodities
Talking Capital · Capital Generation Partners
February 16, 202330m 54s
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Show Notes
In this episode, Ian and Robert discuss:
- Japan: what can investors expect of the BoJ’s new leader?
- Emerging Markets: what does the opportunity set look like and how should you play it?
- Commodities: do they still have a role to play in portfolios?