#Podcast
— 14.12.2022
Weekly Podcast: Our investment strategy for December 2022
In this podcast Edmund Shing unveils his investment strategy for December 2022.
1. Why have you recently upgraded Equities to Positive?
2. Why is this a non-consensus call? What are the risks?
3. Why do you favour Value and Cyclical sectors?
4. Why do you prefer World ex-US equities over US?