At the FSA Multi-Asset Masterclass in Bangkok last week, Rumble presented on “Second generation Asian multi asset strategy: To achieve optimal growth, stability and income”.
In the video, he discusses why he likes Korean equities but not Australian, and provides more detail on the risk to his investment thesis.
Who’s afraid of higher interest rates?
Accessing Asian 5G innovation: three key portfolio themes
The year of living dangerously for income investors
China’s post-pandemic growth gathers pace
Tap into Japan’s post-pandemic growth trends
Nuveen broadens income sources via private capital and real assets
How ETFs offer an active way to drive sustainable returns
Appetite for thematic investments grows amid rates and inflation concerns
Thematic investment series: Innovative transformation cuts across “old” and “new” economy companies
The future of mobility
M&G’s positive outlook; Wisdom from Schroders’s podcast; Alliance Bernstein on the power of curiosity; Janus Henderson on responsible AI; China’s retirement revolution; Apple and much more.
Part of the Mark Allen Group.
