Developed Markets Exposure Reduced, Emirates NBD CIO Says

The video discusses the global CIO's approach to risk management, focusing on reducing exposure to developed market equities. It highlights the decision-making process and the importance of discipline in asset allocation. The discussion shifts to emerging markets, emphasizing their potential for returns and analyzing short interest trends. The overall strategy involves balancing risk and opportunity across different markets.

What factors contribute to the difficulty of making investment decisions in developed markets?

What is the speaker's view on the current positioning in emerging markets?