In this short video, Bender, who presented at FSA’s Long Term Investing Forum on “Investing in EM debt as a credit asset class”, talks about duration and considers the investment risks over the next 12 months.
GMO excludes China; Diversity is rushing to the exit; What is a boutique? Pictet is thinking about families; Sands Capital likes software; JP Morgan’s tech spend; Defense VCs spending and much more.
Part of the Mark Allen Group.