15 Minute podcast on the investment case for non US equity (Europe, Japan & China). Interview includes the 5 factors supporting European equity; Japan’s return to inflation in 2017 & its implications for domestic asset allocation; and how one is being paid to take risk in a Chinese equity market that just may find itself in a trade war with the US yet is 50% off its recent highs.
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The Nexus Between Global Economics, Politics, Policy and Markets
The nexus between global economics, politics, policy and markets