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.
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Tap into Japan’s post-pandemic growth trends
Turning environmental hopes into investment reality
Investment Ideas for 2021: Explore the untapped potential in China Small Companies
Nuveen broadens income sources via private capital and real assets
Driving decarbonisation: how to access new forms of alpha
Thematic investment series: Innovative transformation cuts across “old” and “new” economy companies
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Healthcare’s innovation shifts into high gear
Doom and gloom on China, Peaks and troughs from First Sentier, Ninety-One looks at failure, Lombard Odier’s good news, Corporate jargon hell, Visit cheap Japan and much more.
Part of the Mark Allen Group.
