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Masa Takeda discusses the Japanese government’s response to the ongoing coronavirus pandemic, a weakening Yen, valuations and new holding, Hitachi.
Holdings that may benefit from the strong housing and used car markets, insight on the Aon/Willis Towers Watson merger and a new holding.
A discussion of the Financials sector during the pandemic, current bank valuations and margins, merger and acquisition activity, and outlook for the sector.
Natural Gas will play an enhanced role in the "energy transition," and investing in natural gas distribution companies can position your portfolio for the coming changes.