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.
Investment Ideas for 2021: Explore the untapped potential in China Small Companies
Ninety One: Finding opportunities in times of change
An investment opportunity for the coming decades: the environment
Who’s afraid of higher interest rates?
Tap into Japan’s post-pandemic growth trends
Step up your portfolio by doubling down on sectors set for long-term growth
Driving decarbonisation: how to access new forms of alpha
Impact opportunities: investing to limit biodiversity loss
How can a sustainable approach also ensure you don’t compromise performance?
China bonds: plugging the yield gap
Golden mystery, Next big Healthtech thing, Plastic everywhere, The Magnificent Seven wane, Dreary fund presentation hell, Putting The Economist in its place, A touch of Shakespeare and much more.
Part of the Mark Allen Group.
