CAPTRUST's Vogelzang on Markets, Strategies

The video discusses current economic challenges, including a slowing economy, Fed tightening, high oil prices, and the impact of Russian sanctions. It explores defensive investment strategies, such as reducing equity exposure and increasing quality in fixed income portfolios. The discussion also covers global market perspectives, highlighting risks in emerging markets and the potential for unexpected events. Finally, it examines market sentiment, asymmetric risks, and the importance of risk management in uncertain times.

What is the speaker's perspective on investing in emerging markets, particularly China?

How does the speaker describe the current risk profile of the market?

What actions is the speaker taking in response to their assessment of market risks?