EPISODE · Feb 6, 2024 · 11 MIN
Macroscope: Long the yen against the euro
from Ninety One | The Big Picture
Since 2021, major economic cycles have been out of sync. Tight policy in Europe and very loose policy in Japan, leads us to predict a great asymmetry over the next 12 months between the two. Iain Cunningham, Head of Multi-Asset Growth explains why we are long the yen versus the euro. Hosted on Acast. See acast.com/privacy for more information.
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Macroscope: Long the yen against the euro
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