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 – 22 November 2024
Dimensional excludes the Middle Kingdom; JP Morgan’s optimistic outlook; Household wealth is rocketing; Schroders is thinking about privates; Ninety One’s pithy AI; German woes and much more.
