Brexit Investing: Constructing a 'Remain' Portfolio

The video discusses global growth, Brexit's impact, and portfolio strategies. It emphasizes the importance of focusing on emerging markets and managing risks associated with Brexit. The discussion also covers China's credit situation and the need to monitor financial indicators to manage potential risks effectively.

How does the speaker suggest building a portfolio in light of the potential Brexit outcome?

Evaluate responses using AI:

OFF

What are the two reasons mentioned for believing that a Brexit event would not be systemic?

Evaluate responses using AI:

OFF

In what ways does the speaker believe emerging markets are currently favored?

Evaluate responses using AI:

OFF

What is the significance of the upcoming vote mentioned in the text?

Evaluate responses using AI:

OFF

What indicators does the speaker monitor to assess financial instability in the context of the China credit boom?

Evaluate responses using AI:

OFF