Money managers under the microscope
Edward Cartwright is head of business development at alternative investment manager LGT Capital Partners in London. The firm runs $18 bln in hedge fund and private equity assets.
The views expressed here are entirely the author’s own and do not constitute Reuters point of view.
If, like me, you have followed its stock market over the past 20 years, you may have concluded that far from being the land of the rising sun, Japan is the land of the false dawn.
After the initial collapse in prices in the early 1990s, countless commentators have tried to persuade investors that now is the time to re-engage with what is still (just) the world’s second largest economy.