Japan Behind the Mask(s) – Part One

Michael Connors, advisor to the Redwheel Japan Active Engagement strategy, landed in Japan days after the recent re-opening and spent a month there. Here, he provides his perspectives on the country as it opens up post-Covid, and on what the future may hold.  It is fifty-two years since I first rattled into Japan, aboard an […]

Reversion to long-run mean

Having started working in asset management thirty-four years ago, I used to pride myself on the fact that I had experienced a variety of financial market conditions, witnessed many economic cycles and seen booms, busts and manias come and go. I have recently been compelled to challenge this notion, which has made me consider that […]