EPISODE · Jan 19, 2026 · 7 MIN
Macro Monday Ep101: Big in Japan – not so big in the US
from Investec Focus Radio SA · host Investec
Chris Holdsworth looks at some of the key takeouts from Investec’s latest global asset allocation committee meeting. These include decisions to maintain an underweight position in US equities – based on the country’s economic outlook and high valuations – and to increase the allocation to Japanese equities. Investec Focus Radio SA
What this episode covers
Chris Holdsworth looks at some of the key takeouts from Investec’s latest global asset allocation committee meeting. These include decisions to maintain an underweight position in US equities – based on the country’s economic outlook and high valuations – and to increase the allocation to Japanese equities.
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Macro Monday Ep101: Big in Japan – not so big in the US
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