MacDonald’s presentation at the FSA Investment Forum in Bangkok on September 26 was on “The resurgence of emerging markets”.
In the video, he discusses the type of EM companies the strategy avoids, managing liquidity and transparency concerns in EM and risks to equities given rising investor sentiment toward emerging markets.
China bonds: plugging the yield gap
Healthcare’s innovation shifts into high gear
Fixed income – making ground in ESG as ETFs see rapid growth in AUM
Dynamism is the name of the game for this global macro strategy
Ninety One: Finding opportunities in times of change
China’s post-pandemic growth gathers pace
Nuveen broadens income sources via private capital and real assets
Impact opportunities: investing to limit biodiversity loss
How can a sustainable approach also ensure you don’t compromise performance?
Investment Ideas for 2021: Explore the untapped potential in China Small Companies
Merry Christmas! The Year in Funds; Nuclear; Mag-7; Small Caps; Robotics; Bitcoin; Large Cap Growth; US Manufacturing; AI; Big Data; Lithium Batteries; Emerging Markets; Warfare and much more.
Part of the Mark Allen Group.
