Japan

US equity positions reduced

We're not going far enough

Strong rally in equities

Need to make changes to governance

ESG has improved practices

Potential hit for property sector

Speaking at an RSMR roundtable hosted earlier this month, four senior multi-asset managers discuss why they are bullish on equities and which market areas they are increasing their exposure to.

Suga will not be re-running

‘Reopening’ is another theme in the portfolio