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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China bonds: plugging the yield gap
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An investment opportunity for the coming decades: the environment
Step up your portfolio by doubling down on sectors set for long-term growth
Despite headwinds, ESG continues to perform
Tap into Japan’s post-pandemic growth trends
Sustainable Investing in Changing Market Conditions
Taking a thematic approach to harness disruption
Doom and gloom on China, Peaks and troughs from First Sentier, Ninety-One looks at failure, Lombard Odier’s good news, Corporate jargon hell, Visit cheap Japan and much more.
Part of the Mark Allen Group.
