Why is RSMR's Stewart Smith such a big fan of Japan?
Through the recent peaks and troughs, average exposure to Japanese equities in our database has been relatively unmoved at about 3.5 per cent.
But Stewart Smith, head of MPS at RSMR, has the highest exposure in our database at more than 8 per cent.
In this week's episode Joseph Wilkins and David Thorpe have a chat with him about why he's so keen on Japanese equities and why he's recently been cutting his UK exposure.
They also discuss why he prefers to take an active approach to fixed income, even with government bonds.
The Asset Allocator Podcast is a weekly series aimed at discretionary…
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