At the FSA Investment Forum in Hong Kong, Mulhern’s presentation “Complacency reigns, but has anything changed?” centered on what he calls the misplaced optimism in the markets today.
In the video, he gives his view on the outlook for 2018, and answers questions on whether leverage is used in the multi-asset strategy and the single biggest risk to his investment thesis in the next 8-12 months.
China’s post-pandemic growth gathers pace
Tech WELLcovered | Work reimagined
Accessing India’s tech future
Investors turn to real estate for alternative income
How can a sustainable approach also ensure you don’t compromise performance?
Tap into Japan’s post-pandemic growth trends
Who’s afraid of higher interest rates?
Step up your portfolio by doubling down on sectors set for long-term growth
China bonds: plugging the yield gap
Don’t get left behind in fixed income
Dimensional excludes the Middle Kingdom; JP Morgan’s optimistic outlook; Household wealth is rocketing; Schroders is thinking about privates; Ninety One’s pithy AI; German woes and much more.
Part of the Mark Allen Group.
