LGT Capital Is 'Overweight' U.S., Kumada Says

The video discusses strategic defensive positioning in the market amidst global economic uncertainties. It highlights a preference for US equities due to growth and stability, and a recent investment in Japan, which is seen as undervalued. The potential easing by the Bank of Japan and its impact on the yen is also considered. Despite market declines, Japan's earnings growth is noted, suggesting an overreaction by markets during the trade war.

What factors are influencing the current defensive positioning in the market?

How has the bull market evolved since 2019 according to the text?

What are the expectations regarding uncertainties in the market as mentioned in the text?

What is the significance of the Bank of Japan's potential easing policy?

In what ways has Japan's market performed during the trade war compared to other regions?