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Hi, and welcome to the Longview. I'm Dan Lefkowitz, strategist for Morningstar Indexes.

And I'm Christine Ben's director of personal finance and retirement planning for Morning Star.

Our guest this week is Carl Vine. Carl is co-head of Asian investment for M&G, a UK-based asset manager.

Carl joined M&G in 2019 and was appointed to the management team of the Japan and wider Asian

equity strategies. Prior to M&G, Carl co-founded Port Meadow Capital Management, a boutique

investment firm based in Oxford in 2014. He also worked for SAC Capital Advisors in Hong Kong,

for TPG Axon Capital, and for Prudential in both London and Tokyo.

Carl is a graduate of Oxford University.

Carl, thanks for joining us in Longview.

Thanks for having me.

I'm excited to be here.

Absolutely.

Well, the team at M&G says that you are a man in demand at the moment.

Obviously, the Japanese equity market had a big year last year in

2023. The Morningstar Japan Index has put up more strong gains so far in 2024. Your strategy's

gotten a lot of inflows. And we've been hearing a lot of bullish sentiment on Japan from guests

...