The theme of Keating’s presentation at the FSA Investment Forum in Bangkok on September 26 was about finding value in global equities.
In the video, he talks about IT and healthcare as high risk sectors, about how the fund manager mitigates downside risk and whether the strategy’s “economic franchise” approach is already a crowded trade.
How can a sustainable approach also ensure you don’t compromise performance?
Accessing India’s tech future
Dynamism is the name of the game for this global macro strategy
China’s post-pandemic growth gathers pace
Sustainable Investing in Changing Market Conditions
The future of mobility
Unmasking the dividend opportunity
Despite headwinds, ESG continues to perform
The year of living dangerously for income investors
Exciting opportunities in AI & Robotics outside of traditional tech
M&G’s positive outlook; Wisdom from Schroders’s podcast; Alliance Bernstein on the power of curiosity; Janus Henderson on responsible AI; China’s retirement revolution; Apple and much more.
Part of the Mark Allen Group.
