Podcast: Japan – dancing to a different tune?

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.

You can listen to the podcast, hosted by Frances Watson, Content Manager, on Apple Podcasts, Audioboom and Spotify.

All data are sourced from Bloomberg as at 28 February 2023, unless otherwise stated.