Country Investment Assessment
Daniel emphasizes the importance of understanding a country's political landscape and economic choices when assessing investment opportunities. By engaging with various stakeholders, including politicians and journalists, insights are gathered to evaluate the macroeconomic trajectory of nations. This approach allows for the identification of attractive investment pools, while also acknowledging that shifts in political or economic conditions may necessitate adjustments to their assessments over time.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
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