Episode Details
Back to Episodes
The Investment Strategy to Adopt in a Fragmented World
Published 6 months, 2 weeks ago
Description
US markets have begun to lag parts of Asia, after outperforming on the back of mega cap tech and the AI trade in 2025.
We ask Rika Naito, Senior Portfolio Manager of the Global Growth Equity Team at Nomura Asset Management Tokyo, if this is the beginning of a trend and what are the investment themes we can adopt for the year.
Image Credit: Shutterstock.com
See omnystudio.com/listener for privacy information.