INSIGHTS
CLIENT ONLY - SPOTLIGHT ON JAPAN
JPMorgan Japanese Investment Trust, May 2023
The Japanese sharemarket has been performing very well this year, outpacing most others.
Mark Lister, Investment Director, spoke to Nicholas Weindling, Fund Manager at JPMorgan Japanese Investment Trust about why Japan has been strong, and how the outlook is shaping up for the future.
They spoke about the state of the economy, reasons why Japan has experienced lower inflation than many other countries, and other developments taking place in the region. Nicholas shared his thoughts about sectors and parts of the market he favours most, as well as what he is avoiding.
Mark Lister - Investment Director, Craigs Investment Partners
Nicholas Weindling - Fund Manager, JPMorgan Japanese Investment Trust
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