Why JPMorgan Is Eyeing Japanese Real Estate

The video discusses investment opportunities in Japan, focusing on real estate, infrastructure, and shipping. It highlights the benefits of low interest rates and leverage in Japan, while cautioning against excessive leverage. The video also explores global market divergences, with central banks like the Fed and ECB reducing balance sheets, contrasting with the Bank of Japan's asset purchases. These conditions make alternative real assets in Japan attractive as proxies for fixed income investments.

What types of infrastructure investments are mentioned as attractive in Japan?

How does the Bank of Japan's policy differ from that of the Fed and the ECB?