Simler, who presented at the Forum on “defensive returns through sustainable income”, is monitoring the macro risks coming out of the US and China. He also talks about how he finds companies paying sustainable dividends.
Video interview: Investec’s Justin Simler on risk
Stopped in the corridor at the FSA Growth Forum in Singapore, the investment director of the multi-asset team talks about portfolio risks over the next 12 months.
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FSA SPY
The FSA Spy market buzz – 20 December 2024
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.
