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Wealthwise – Video: Richard Kaye on Japanese equities
Japan is buying Japan. In this Wealthwise video, Comgest portfolio manager Richard Kaye explains why three structural inflection points – a returning domestic investor base, a supported yen and growing foreign interest – may make Japanese equities too compelling to overlook. Watch the interview to hear why he believes a Japan allocation “has to be considered – and even augmented.”
US Equities: Attractive Despite High Valuations
US Equities Portfolio Manager Justin Streeter discusses the US growth story, innovation, market concentration and why he remains selective in today's market.
Why AI investors are increasingly turning to Japan
Japan manufactures everything from semiconductor production equipment and specialist chemicals to optical components, advanced packaging materials and high-bandwidth memory technologies used in AI data centers.
Media ENQUIRIES
James DuPont
Investor Relations Manager
Tel: +1 617 875 4639
Email: jdupont@comgest.com
