A postcard from Japan: Anthony Leatham was joined by Nicholas Weindling, Portfolio Manager at J.P. Morgan Japanese (JFJ), and Theo Wyld Portfolio Manager and Analyst at CC JAPAN INCOME & GROWTH TRUST PLC (CCJI).
Together, they explored:
• Performance trends and portfolio positioning
• The outlook for Japanese equities
Japan has delivered a strong year-to-date performance, bouncing back impressively from the April 2025 volatility. Both managers shared a notably upbeat view on the market’s trajectory.
Tune in for insights from two of the leading minds in Japanese investing.
