As a fund manager, you can spend a lot of time digesting the latest statistics about the areas in which you invest. Keeping up to date is a vital part of making informed asset allocation decisions for clients.
To get a complete sense of how a region is performing, however, you sometimes have to pay it an actual visit. At the very least, spending some time with your boots on the ground can help to confirm your existing understanding of its pros and cons. For obvious reasons, this has not always been possible in the last few years. Notes from the Ground: Japan, in bloom? However, I am happy to report that I was recently able to complete my first post-Covid trip to Japan and it confirmed the nation's status as an emerging income investing hotspot is stronger than ever. Moving on up Som...
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