Why Robeco Is Underweight Chinese Info Tech

The video discusses fund management strategies, focusing on avoiding high volatility stocks like Chinese tech due to their lower long-term returns. Instead, the preference is for stable stocks, particularly in the Taiwan tech sector, which are less volatile and have consistent demand. The portfolio strategy emphasizes low volatility and value stocks, including tech suppliers, while avoiding highly volatile options.

What are the reasons mentioned for avoiding volatility in investment?

What types of stocks does the speaker prefer and why?

What is the significance of Apple in the context of the discussion?

How does the speaker describe the relationship between low volatility and value stocks?

What are the characteristics of the stocks that the speaker considers more stable?