top of page

NEWS & PRESS

Search

Investment Week: Should Japanese equities be an overweight in portfolios?

Writer's picture: sussexpartnersuksussexpartnersuk

In the latest issue of Investment Week, Pablo Urreta, Senior Partner & Head of Research, discusses his thoughts on whether or not Japanese equities should be an overweight in portfolios, commenting:

'We are unable to predict what trends and macro forces will drive stock prices in 2017. However, in our view the strong macro headwinds which impacted Japanese equity markets in 2016 created an environment in which markets may again become focused on the fundamental value of individual stocks...broad-based arguments, including cheap valuations, which suggest Japan equities should be overweight in a portfolio.'

The article can also be read on the investment Week website here.

Recent Posts

See All

Financial News Articles

6th January 2025: Sussex Partners contributed to a series of three articles in the Financial News looking at opportunities, challenges...

Commentaires


© Sussex Partners 2025 – All rights reserved  | Disclaimer | Sussex Partners UK Limited is Authorised & regulated by the Financial Conduct Authority.

bottom of page