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[REPLAY] James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
Capital Allocators – Inside the Institutional Investment Industry
The Future of Japanese Equities
I love boring. Boring compared to everyone being an expert on why RBA's three arrows were going to drive Dolly into infinity and all that kind of stuff. All these people projecting that this is the greatest macro opportunity of all time. It's quite striking how few of them actually made any money out of that. But look, Japan's still ticking away a little bit of a setback in the economy in the first quarter. The market's looking pretty good. I think there's less excitement surrounding Japanese equities broadly. And my suspicion is that I need to retain a core minimum allocation to Japanese equities more broadly. If in doubt, I'll just stick it in an index fund
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