In Alternative Views, Private Equity Wire® goes behind closed doors with those in the know to get the latest on private markets. In this episode we discuss investing through geopolitical volatility with Aaron Hussein, global market strategist at JPMorgan Asset Management.
We cover why investors shouldn’t de-risk their portfolios (0:49); the asset classes that have performed well during instability (2:13); the opportunity in transport (3:35); de-globalisation (5:13); the opportunity in defence (6:33); democratisation (8:13) and the total portfolio approach (9:18); tech concentration (11:23); manager selection (13:27); the role of median performance measures (15:13).
