In quest’occasione, Joël Le Saux commenterà i cambiamenti sostanziali recentemente verificatisi in Giappone, che spiegano il forte recupero d’interesse su questa classe di attivi:
· dati di crescita reale importanti da 5 anni;
· una politica monetaria accomodante;
· il ritorno dell’inflazione;
· un contesto di utili sempre superiori alle attese.
Joël Le Saux spiegherà come combina abilmente titoli giapponesi poco sensibili ai cicli economici e alla quotazione dello Yen, con titoli più sensibili all’economia mondiale.
Illustrerà inoltre la sua opinione sul mercato giapponese, le sfide che affronta nell’attuale contesto, e che sono fonti di opportunità. Farà infine il punto sulla performance del fondo.
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