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 8
In this new episode of ThinkMacro presented by Babak Abrar, Vincent Chailley (CIO of H2O AM Group and H2O Monaco S.AM), discusses the macroeconomic fallout from the conflict in Iran and its implications for global growth and markets.