Infrastructure is often associated with steadiness or consistency. But an investment in listed infrastructure can potentially offer much more, including benefits that we believe are well suited to today’s market environment: diversification and inflation hedging.
Insights
Japanese Equities: Why is Now Different?
Japan’s equity market has been a standout this year: The Tokyo Stock Price Index (TOPIX) gained around 25% through mid-November.
It’s not just about short-term equity performance, however. Portfolio Manager June Yon Kim believes Japan is finally overcoming decades of deflation and high stock valuations to embark on a new normal.
Here, he discusses why Japanese equities may be one of the best medium- and long-term opportunities for investors today.
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