VS Partners Vanessa Xu on Global Investment Strategy

The video discusses the impact of inflation and global events, such as the Ukraine war, on market volatility and investment strategies. It highlights the importance of supply chain reshuffling and regionalization, and explores investment opportunities in tech stocks and asset-heavy balance sheets. The video also introduces volatility and dispersion strategies as a third asset class, emphasizing their role in portfolio diversification, especially in the context of a new world order.

What strategies can be employed to manage risk in a highly complex macro environment?

In what ways can volatility be treated as an asset class?