Hope presented last week at the FSA Multi-Asset Masterclass in Bangkok on “Navigating more volatile international markets”.
In the video, Hope explains why the investment team has a generally positive conviction on global investment. But the team is avoiding EM countries that have trade as a big part of GDP, not due to a possible trade war but because negative sentiment is priced in.
He also lays out the single biggest risk to his portfolio in the next 8-12 months.
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Part of the Mark Allen Group.
