We’ve adopted this format in response to feedback that, while our written market updates were useful and engaging, many people found it difficult to find the time to read them. So here we are—with a digital narration of what we typically share with clients in written form. We’ve broken down our discussion into digestible segments. In this second video, we’ll provide a high-level overview of where we’ve come from and what we’re doing in portfolios today.

Key points discussed include

Grounded in Fundamentals: Zaheer and Max emphasise staying rooted in fundamentals and deliberately avoiding media-driven noise and panic.

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