Breedon, co-head of 4-Factor and portfolio manager for the firm’s Global Strategic Equity Strategy, was interviewed during a break at FSA’s Bangkok Forum. In this brief video, he says that emerging market exposure in his fund has been increasing. He also explains the difference between his firm’s 4-factor investing approach and smart beta, and discusses the risk to his investment thesis.
Impact opportunities: investing to limit biodiversity loss
Exciting opportunities in AI & Robotics outside of traditional tech
Turning environmental hopes into investment reality
The year of living dangerously for income investors
Fixed income – making ground in ESG as ETFs see rapid growth in AUM
Don’t get left behind in fixed income
China’s post-pandemic growth gathers pace
Federated Hermes SDG Engagement Equity: 2021 H1 Report
Taking a thematic approach to harness disruption
Accessing Asian 5G innovation: three key portfolio themes
Granny gets a shot; Capital Group on Trump trades; Neuberger Berman’s opinion; The enduring wisdom of abrdn’s Hugh Young; Things that make one go Hmmm; M&G’s bike, and much more.
Part of the Mark Allen Group.
