"Focus on Fundamental Investment"

The video discusses the return to fundamental investing, focusing on sustainable growth and earnings in a growth-constrained environment. It highlights the impact of inflation and interest rates on investment strategies, emphasizing the need for diversification and active management in a volatile market. The challenges in real estate due to COVID-19 and future growth prospects are also explored.

How can investors navigate increased volatility in asset markets?

What role does diversification play in an investment portfolio during volatile times?

In what ways might the economy shift towards an investment-driven model?