11 min
Macroscope: Long the yen against the euro Ninety One | The Big Picture
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- Investing
Since 2021, major economic cycles have been out of sync. Tight policy in Europe and very loose policy in Japan, leads us to predict a great asymmetry over the next 12 months between the two. Iain Cunningham, Head of Multi-Asset Growth explains why we are long the yen versus the euro.
Hosted on Acast. See acast.com/privacy for more information.
Since 2021, major economic cycles have been out of sync. Tight policy in Europe and very loose policy in Japan, leads us to predict a great asymmetry over the next 12 months between the two. Iain Cunningham, Head of Multi-Asset Growth explains why we are long the yen versus the euro.
Hosted on Acast. See acast.com/privacy for more information.
11 min