Opportunities for global and local diversification
In this insightful video, Sandile Malinga, CIO of Multi-Asset at M&G Investments, highlights the primary concerns of investors today -- geopolitical, environmental, societal and economic -- and explains how many of these risks cannot be mitigated and very few (if any) have a long-term impact on equity markets. Rather, he says, investors should construct robust portfolios that can perform no matter what future scenarios play out, by focusing on fundamentals like a company’s earnings ability.
This video was filmed at M&G’s recent breakfast event “M&G’s Global Insights: Investing for impact through listed markets".
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