Macro Shift: Inflation and Investor Behavior

With Japan’s recent election results bringing markets and policy back into the spotlight, this episode of The Long-Short is worth a revisit. Tom Kehoe is joined by Masaki Taniguchi, Founder and COO of Pleiad Investment Advisors, to unpack how Japan’s asset management landscape has evolved from the 1997 deregulation era to today’s “double asset income” policy, and what it means for Japan’s ambitions (and challenges) as a growing hub for alternative investments.

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