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.
China’s post-pandemic growth gathers pace
Riding the wave of alternative income amongst HNWIs in APAC
Your Questions Answered by Federated Hermes Impact Opportunities
Step up your portfolio by doubling down on sectors set for long-term growth
Unmasking the dividend opportunity
Investment Ideas for 2021: Explore the untapped potential in China Small Companies
The year of living dangerously for income investors
Thematic investment series: Innovative transformation cuts across “old” and “new” economy companies
China bonds: plugging the yield gap
Smartphones on wheels
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.
