Japan's Investment Potential
Japan presents a compelling investment landscape due to its structural reforms and friendshoring trends, making it an attractive destination for private equity. The ongoing restructuring of dormant companies aligns with government initiatives, creating opportunities for savvy investors. Meanwhile, the UK market, despite its challenges, offers significant bargains in secondary markets, particularly in institutional property funds, as pension funds seek to de-risk their portfolios amidst recession fears.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
James Aitken – Opportunities and Risks from Monetary Policy (EP.326)
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