Underweight: Our take on Japan | David Ragan | EP09
David Ragan, portfolio manager of Mawer’s international equity strategies, reveals why the portfolio is—and has always been—underweight in Japan.
David Ragan, portfolio manager of Mawer’s international equity strategies, reveals why the portfolio is—and has always been—underweight in Japan.
Given the volatility and risks generally associated with emerging markets, some may ask “why there and why now?” There are a number of reasons...