In an interview with Fundview, our CIO Gregor Trachsel talks about the reasons for our high allocation to Japanese equities and the difficulties and advantages of the Japanese stock market.
Fundview is a news platform that provides flexible and independent coverage of the asset management and wealth management industry. A special focus is on fund boutiques and asset managers. The daily coverage focuses on exciting fund concepts, especially from fund boutiques. For investors, added value is provided by finding real investment gems beyond the flagships of large asset managers.