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He believes a more favourable environment could develop following Mr Trump’s US election victory, both in terms of fund performance and the emergence of fresh opportunities.
“If market sentiment changes because of Mr Trump then domestic-oriented stocks could do better. I’m sure Mr Trump will want to see a weaker dollar, and that means a stronger yen, and that’s good for our investment strategy,” he said.
The Legg Mason IF Japan Equity fund has performed well over three years, returning 96.9 per cent compared with 45.1 per cent from the IA Japan sector, data from FE Analytics shows.
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