Posted inEvents

Video: TT International on Asian equities

Duncan Robertson, portfolio manager of Asia ex-Japan equities, has gone underweight technology due to the business cycle.

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.

Part of the Mark Allen Group.