Trust Issues: Investing in Japan with CCJI's Theo Wyld

Podcast: Kepler Trust Intelligence Podcast · Kepler Partners

Opublikowano: 2026-10-08

In this episode of Trust Issues, Theo Wyld, portfolio manager and analyst for CC Japan Income & Growth (CCJI), provides some insights from his recent trip to Japan, considers what impact the return of inflation might have on corporates and household savings, and updates us on where the trust is seeing opportunities at the moment. 00:00 Introduction 00:58 On-the-ground insights from Theo's most recent trip to Japan 02:16 The pros and cons of being based in London when investing in Japan 04:54 What the return of inflation means for Japan and Japanese companies 07:42 Why...