Ryan Dobratz, co-lead manager of the Third Avenue Real Estate Value fund, talks to Lawrence Gosling about opportunities from improving sentiment towards out-of-favour areas like London and Hong Kong in 2017.
He also explains the fund's significant 30% exposure to companies tied to the improving US residential property market, and explains how this theme can continue to play out for the strategy next year and...
Industry Voice: Chris Taylor discusses the outlook for Japan, explaining why corporates are producing record aggregate profits and profits growth.
Comes in on 9 December 2019
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