CIO Perspectives
CIO Perspectives: Finding Undiscounted Value in a Growing Economy
Since the start of 2023, the S&P 500 and Nasdaq has grown a staggering 33.8% and 55.5% respectively. Over the same 14 months, the MSCI Japan index has gone up by 28% in USD terms despite the weaker yen.
How is this possible? Will we continue to see this trend in the US and is Japan’s equities rise done? Our APAC Head of Investment Strategy provides some answers to these questions in this episode of CIO Perspectives.