Opportunities in a bifurcated market

23/10/2018

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Watch George Maris, Co-Head of Equities – Americas, as he talks to Bloomberg TV about recent volatility and where he continues to see opportunities in global markets.
 
  • Bifurcated markets are offering investors selective opportunities - geographically and stylistically
  • China looks particularly attractive when analysing the market on a long investment cycle, with some of the leading Chinese companies appearing extraordinarily mispriced
  • Disequilibrium in equity markets has generated tremendous value potential over the long term

 

Recorded on 15 October 2018

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