Japanese Equity Outperformance & Why It's Poised to Continue

Japan is moving toward political stability anchored by a February snap election victory in the House of Representatives, the new government seeks to positively impact their economy through structural economic reforms. Japan should benefit from better-than-appreciated economic fundamentals; economic tailwinds include a steepening yield curve and rising investment against a backdrop of reasonable debt-servicing levels. What this means for portfolios: Japan is a good diversifier for non-US exposure; our allocation has moved from underweight to neutral/slight overweight in most strategies.

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