Brown explains why he avoids Chinese banks, discusses his sell discipline and lays out the biggest risk to his investment thesis in the next 12 months.
Video: Newton IM on GEM equities
A highly-concentrated portfolio held over the long-term is the best way to invest in global emerging markets, according to Sebastien Brown, investment specialist at Newton Investment Management, a wholly-owned BNY Mellon company.
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FSA SPY
The FSA Spy market buzz – 15 November 2024
Granny gets a shot; Capital Group on Trump trades; Neuberger Berman’s opinion; The enduring wisdom of abrdn’s Hugh Young; Things that make one go Hmmm; M&G’s bike, and much more.
