#Podcast — 12.10.2022

October Investment Strategy Update

Edmund Shing, Global Chief Investment Officer

  1. Why have you raised your recommendation on corporate credit to positive?
  2. Can you tell us more about the mini-budget announced in the UK?
  3. Why does the extreme level of investor pessimism offer a long-term buy opportunity?
  4. Why does the strong volatility in financial markets offer a long-term buy opportunity?
  5. Are you worried about the new Italian government?