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cover of episode 255: Japan – dancing to a different tune?

255: Japan – dancing to a different tune?

2023/3/2
logo of podcast LGIM Talks

LGIM Talks

Shownotes Transcript

While Western economies continue to keep interest rates at elevated levels, it seems Japan’s fiscal expansion knows no bounds. So what’s behind the country’s fiscal largesse and what effect may this have on its consumers and company earnings? Chris Teschmacher, Fund Manager on the Asset Allocation team, gives us his take on all things Japanese.

This episode is hosted by Frances Watson, Content Manager.

*All figures are from Bloomberg as at 28 February 2023, unless otherwise stated. * For professional investors only. Capital at risk.