Asset Allocation: Staying Bullish on Japan
Author: Kevin McCreadie
October 29, 2020
Kevin McCreadie, AGF’s CEO and Chief Investment Officer, discusses the AGF Asset Allocation Committee’s recent quarterly rebalancing and why Japanese equities look attractive.
Correction: The video originally posted contained inaccurate information. Japan has not been upgraded from the previous quarter but remains an overweight in our equity allocation. The allocation to fixed income, meanwhile, has not been decreased, but remains unchanged.
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Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. AGF brings a disciplined approach to delivering excellence in investment management through its fundamental, quantitative, alternative and high-net-worth businesses focused on providing an exceptional client experience. AGF’s suite of investment solutions extends globally to a wide range of clients, from financial advisors and individual investors to institutional investors including pension plans, corporate plans, sovereign wealth funds and endowments and foundations.
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