Video writeup: Unlocking Opportunities in Reform-Led Economies
Geopolitical turbulence has reached a new intensity on the Richter Scale over the last six months, amplifying policy. As investors re-examine their long-held exposures, Dominic Bokor-Ingram, Citywire AAA-rated Senior Portfolio Manager, speaks to Asset TV about the diversification opportunities still present in global emerging and frontier markets.
On the topic of an uncertain macroeconomic outlook, Dominic is unreserved. “No-one knows what the outcome of this will be”, he says, with mention to greater tension in international affairs. “Neither do we know where the next risk is coming from, be it country-specific risk or by asset class.” All we can be sure of, he adds, is that “in respect of global asset allocation, [investors] need to prioritise how they diversify risk” by taking measures to enhance capital preservation.
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