While we’ve become less enthusiastic over the intermediate term given rising risks, we still see a “head” instead of a “tail.”
Investors are increasingly recognizing the opportunities that Japan small-cap equities provide, including compelling returns and a modest risk profile.
Re-regulation in many industries should help China establish a solid foundation for sustained, higher quality growth in the future.
Portfolio Manager Sheedsa Ali, Head of Quantitative Equity, discusses the strategy’s benefits and applications within investors’ portfolios.
While China is still intent on broad deleveraging over the long term, it has embarked on a modest program of releveraging to avert a slowdown.