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.
The year of living dangerously for income investors
Impact opportunities: investing to limit biodiversity loss
Conditions in the high yield market
Investors turn to real estate for alternative income
How can a sustainable approach also ensure you don’t compromise performance?
Unmasking the dividend opportunity
Don’t get left behind in fixed income
Nuveen broadens income sources via private capital and real assets
Sustainable Investing in Changing Market Conditions
Smartphones on wheels
Golden mystery, Next big Healthtech thing, Plastic everywhere, The Magnificent Seven wane, Dreary fund presentation hell, Putting The Economist in its place, A touch of Shakespeare and much more.
Part of the Mark Allen Group.
