The re-election of Shinzo Abe as Japan’s prime minister in September has triggered a surge in inflows to Japanese equities. Is Japan’s recent streak of strong performance set to continue or are we witnessing yet another false dawn?

The re-election of Shinzo Abe as Japan’s prime minister in September has triggered a surge in inflows to Japanese equities. Is Japan’s recent streak of strong performance set to continue or are we witnessing yet another false dawn?
The Argonaut Absolute Return Fund, a long/short European equity strategy, is Eddy Vanwittembergh’s favourite fund. He maintains the fund as his largest position in the fund-of-funds he runs at the Belgian wealth management company Merit Capital.
Eddy Vanwittembergh, a fund-of-funds manager at Merit Capital, tells EIE’s Tjibbe Hoekstra how he uses cash as an investment instrument, and why he currently prefers European high yield bonds over their US equivalents.
Part of the Mark Allen Group.