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.
Impact opportunities: investing to limit biodiversity loss
Turning environmental hopes into investment reality
Appetite for thematic investments grows amid rates and inflation concerns
Driving decarbonisation: how to access new forms of alpha
Healthcare’s innovation shifts into high gear
China’s post-pandemic growth gathers pace
Tap into Japan’s post-pandemic growth trends
The year of living dangerously for income investors
Your Questions Answered by Federated Hermes Impact Opportunities
Conditions in the high yield market
Battleshares’ old versus new, Goldman Sachs’ Cassandra warning, Hong Kong property’s negative equity woes, Ninety One’s trillion-dollar question, Contrarian alert from CB, Lists and much more.
Part of the Mark Allen Group.
