Vincent Chailley, chief investment officer at H2O Asset Management, outlined his views on several economic indicators, as well as proposing a diversified portfolio of positions based on discounted assets, good yields and improving risk profile during an interview with Delano.
ThinkMacro Podcast : Episode 11
Midterms, rates, the dollar and the yen: H2O AM’s macro view, days before the vote.
A few days before the US midterm elections, Babak Abrar, Chief Sales & Marketing Officer at H2O AM Group, sits down with Vincent Chailley, Chief Investment Officer at H2O AM Group & Monaco S.A.M.
