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.
Healthcare’s innovation shifts into high gear
Who’s afraid of higher interest rates?
Taking a thematic approach to harness disruption
Tap into Japan’s post-pandemic growth trends
Investors turn to real estate for alternative income
Tech WELLcovered | Work reimagined
Sustainable Investing in Changing Market Conditions
Dynamism is the name of the game for this global macro strategy
How ETFs offer an active way to drive sustainable returns
Despite headwinds, ESG continues to perform
Battleshares’ old versus new, Goldman Sachs’ Cassandra warning, Hong Kong property’s negative equity woes, Ninety One’s trillion-dollar question, Contrarian alert from CB, Lists and much more.
Part of the Mark Allen Group.
