Navigating Market Challenges
James emphasizes the importance of maintaining a steady investment approach, especially during turbulent times like the eurozone crisis. He highlights the need for a clear strategy when it comes to exposure to onshore Chinese assets and stresses that waiting for central bank signals to rebalance can be detrimental. The most valuable insights often come from discussing what isn’t being talked about in investment circles.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
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