Machu presented at FSA’s recent Long-Term Investing Forums on “Multi-asset investing: Turning volatility into opportunity”
In the video, he says that equities are still the best place to be despite market volatility. He also explains what products the global fund is avoiding and the biggest risk to his investment thesis.
Driving decarbonisation: how to access new forms of alpha
Impact opportunities: investing to limit biodiversity loss
Healthcare’s innovation shifts into high gear
Despite headwinds, ESG continues to perform
Smartphones on wheels
Appetite for thematic investments grows amid rates and inflation concerns
How can a sustainable approach also ensure you don’t compromise performance?
Unmasking the dividend opportunity
Thematic investment series: Innovative transformation cuts across “old” and “new” economy companies
Riding the wave of alternative income amongst HNWIs in APAC
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.
