Underweight: Our take on Japan | David Ragan | EP09
David Ragan, portfolio manager of Mawer’s international equity strategies, reveals why the portfolio is—and has always been—underweight in Japan.
'Twas the week before Christmas...
Central bank intervention: Masterpiece or mess?
On January 29, 2016, Bank of Japan Governor, Haruhiko Kuroda, hosted a press conference about Japan’s decision to lower interest rates below 0% for the first time, making the following comment:
The trouble with bond indices
In the 1980s, Japan was on fire. The country’s impressive economic growth convinced many Americans that they’d have to adopt state-directed-capitalism just to keep up. Acclaimed books such as “Japan as Number One” by Ezra Vogel of Harvard, and “The...
Subscribe to receive our latest insights and quarterly updates.