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Robertson presented at the Alpha Forum on “Asian equities – the power of combining quality, growth and value”.
In the video he explains where he is finding opportunity — he’s overweight India for several reasons — what he is avoiding and the biggest risk to his investment thesis in 2019.
Who’s afraid of higher interest rates?
Fixed income – making ground in ESG as ETFs see rapid growth in AUM
Exciting opportunities in AI & Robotics outside of traditional tech
Riding the wave of alternative income amongst HNWIs in APAC
China’s post-pandemic growth gathers pace
How ETFs offer an active way to drive sustainable returns
Smartphones on wheels
Healthcare’s innovation shifts into high gear
The year of living dangerously for income investors
Tap into Japan’s post-pandemic growth trends
BNY Mellon IM’s conversion; Elusive libertarian investing dream; Eastspring and Vontobel on tariffs; Wisdom of Larry Fink; Has the EU finally seen sense? Price of admission and much more.
Part of the Mark Allen Group.
