Investment Solutions Forum 2019 HK - Highlights - Ryan Lemand

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1. What are the challenges and opportunities for this industry?

Video transcript

1. What are the challenges and opportunities for this industry?

The challenge is valuation, obviously. On the equities markets, valuations are very high. On the fixed income market, yields are very, very low, so opportunities are, to a certain extent, limited. We have to look at the short end. The second big challenge is politics, in general. So, this includes the trade war and the tensions in the Middle East.

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