Gillan presented at the recent FSA Investment Forum in Manila on “Asian equities unleashed: Opportunities in a disruptive world”.
In the video, he explains where he’s overweight in Asia ex-Japan and what he’s avoiding in terms of geographies and sectors. He also talks about the biggest risk to his investment thesis.
How ETFs offer an active way to drive sustainable returns
Healthcare’s innovation shifts into high gear
Nuveen broadens income sources via private capital and real assets
Who’s afraid of higher interest rates?
Conditions in the high yield market
Driving decarbonisation: how to access new forms of alpha
Accessing India’s tech future
China’s post-pandemic growth gathers pace
M&G Episode Macro shines after tough year
The future of mobility
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.
Part of the Mark Allen Group.
