Be careful what you own

We can perhaps agree that the Anglosphere has not had a great war, courtesy of more or less a year of universal involuntary house arrest and levels of economic destruction not seen since the 1930s – all thanks to explicit government action, not from what equates, for some, to a particularly bad flu. But not all modern economies have suffered equally. Japan, for example – a longstanding investment favourite of ours – has had a fabulous war by comparison..

Be careful what you own