Principal Global Investors' West on Global Markets

The video discusses China's economic challenges, including the impact of COVID-19 and vaccination rates on its economy. It highlights China's role in global growth and provides investment advice, suggesting caution in the short term but optimism for 2023 and beyond. The video also explores investment opportunities across various asset classes, emphasizing private assets and direct lending as promising areas.

What is the speaker's recommendation regarding adding China exposure to investments?

What opportunities does the speaker see in private assets going into 2023?