Investment markets have been turbulent over the past month as investors fear the consequence of the Omnicon Covid variant.
And although Covid has caused distortions and supply bottlenecks, economies have by and large adapted remarkably well to the vagaries of the pandemic.
The Japanese equity market is notoriously difficult to make money from, with issues around the treatment of minority shareholders combined with a sluggish outlook for the economy, and the composition of the Nikkei index, which is to a large extent comprised of value stocks, while over the past decade growth equities have been in vogue with investors.
But as global growth picks up, and the possibility of interest rate rises around the world has become central to investors' thoughts, the potential exists for a prolonged period of outperformance from value stocks relative to their growth counterparts.
This report will look explore the future of Japanese equities and is worth an indicative 30 minutes' CPD.