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 7
In this episode of ThinkMacro, Vincent Chailley, Chief Investment Officer (CIO) of H2O AM Group, explores the transformation of Japan’s economy after three decades of deflation and stagnation.