NY Fund's Fuller: Overweight, Very Bullish on U.S.

The video discusses the shifting risks in global economic growth, focusing on slow growth in the US, declining growth in China, and stagnation in emerging markets. It highlights the importance of investing in global economic growth to fund pensions. Insights from a conference confirm existing geopolitical and economic risk scenarios. The speaker outlines investment strategies, emphasizing a bullish stance on the US, interest in Europe, and exploration of opportunities in China, India, and Sub Saharan Africa. Challenges in investing in frontier markets like Sub Saharan Africa are acknowledged, with a focus on patient, long-term strategies.

What challenges does the speaker identify regarding investments in Sub-Saharan Africa?

What factors are influencing the speaker's investment decisions in frontier markets?