Investors Have Neutralized Exposure to U.K., Tribeca's Liu Says

The video discusses the ongoing Brexit negotiations and their impact on currency volatility and business sentiment. It highlights the political challenges faced by the UK Prime Minister in securing a deal and the strategies investors are adopting in response to the uncertainty. The video also touches on the EU's concerns over the Italian budget and the lack of investor attention to this issue. Finally, it offers investment advice, emphasizing the importance of sticking to fundamentals and exploring opportunities in healthcare and emerging markets.

What is the current investor sentiment towards the Italian budget situation?

What sectors or companies does the speaker suggest investors focus on for strong growth?