SVPGlobal's CIO on Investment Outlook, Economy

The video discusses investment strategies during economic uncertainty, comparing the current cycle to past ones, particularly 2002. It highlights areas to avoid, such as certain emerging markets and declining industries, while focusing on opportunities in hard assets like industrial and service businesses. The speaker emphasizes the importance of achieving high returns and discusses the company's expansion and hiring strategies.

What return percentage does the speaker expect from their investments?

What is the significance of the multiple in relation to investment returns?

How has the number of investment professionals changed over the years?