Finding value in today’s global asset markets has been a bit of a rollercoaster ride.
Populism and renewed protectionist rhetoric [https://thecapitalideas.com/political-populism-means-investors/] is increasingly becoming a threat to world trade. Political uncertainty used to be a key feature of emerging market economies, but now is part of the conversation on the developed world. Add the impact of a decade of unconventional monetary policy, and there are plenty of reasons why investors may be nervous.
But Noriko Chen, Capital Group equity portfolio manager, has a different view to share with the Morningstar Investment Conference today.