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Driven by tech potential, UBP tilts to growth funds in Japan equities

In early 2018, UBP tilted towards growth exposure from value players in Japanese equity funds on the expectation that the country’s technology sector will outperform. Given attractive valuations, the Swiss pure play was overweight on Japanese equities last year and, compared with growth investing, was more overweight on value managers. Since then, it has advised clients to pivot to a…

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