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1 Insights with Topic: Japan

2023 Market Outlook - Part 1: Positioning to Benefit from Rebalancing
insight2023 Market Outlook - Part 1: Positioning to Benefit from Rebalancing

In a discordant world, there are no overarching investment themes. The different parts of the world are marching to different drums – their economies and markets are driven by different cycles, different prior policy choices and factors beyond their control. The US economy and market are paying back for the extreme policy stimulus of 2020-2021. Europeans are paying back for the same, with the added pain of a war outside their control. Japan is battling a chronic ailment – extreme debt – made acute by sharply higher cost of US funds. China is at the bottom of its policy cycle, at the beginning of a path out of COVID health controls.

Dec 05, 2022