In the first Through The Noise podcast of the year, Michelle talks to Steve about how recent economic and policy developments fit into the Playing it SAFE approach to investing, why any short-term increase in bond yields would provide a great investment opportunity and why he believes there is still further upside for China/HK equity markets despite the recent strong rally.
Speakers:
As referenced in the podcast, if you would like to register for the CIO Office’s annual investment webinar, please go to www.sc.com/gmo.
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