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 – 19 April 2024
Doom and gloom on China, Peaks and troughs from First Sentier, Ninety-One looks at failure, Lombard Odier’s good news, Corporate jargon hell, Visit cheap Japan and much more.
