For this third quarter of the year, Mutuactivos highlights the tactical increase in the weight of the Japanese equity portfolio. “It is a market that has lagged behind, it is trading at attractive multiples in relative terms and it is not quite present in institutional investors’ portfolios. In addition, investment in local currency increases the defensive bias of the bet, since the yen is a safe haven asset that tends to perform well when there are significant falls in the stock market, “says Dolz de Espejo, director of Investment Solutions and Product at Mutuactivos.
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