Why reducing Japanese equity exposure now is sensible portfolio management

23/10/2025 22 min
Why reducing Japanese equity exposure now is sensible portfolio management

Listen "Why reducing Japanese equity exposure now is sensible portfolio management"

Episode Synopsis

Premier Miton's Chris Robinson joined Asset Allocator chief reporter Joseph Wilkins and contributing editor David Thorpe to discuss equity markets, and revealed that he has recently taken profits on a number of markets. Robinson discussed his outlook on Japan and the US in particular. The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning their portfolios. Sign up to the newsletter. Hosted on Acast. See acast.com/privacy for more information.