Macro Investor Merk Talks China and Changing Risk Sentiment

Published on
December 5th, 2016
Duration
42 minutes

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71

Macro Investor Merk Talks China and Changing Risk Sentiment

The Interview ·
Featuring Axel Merk

Published on: December 5th, 2016 • Duration: 42 minutes

Global macro investor Axel Merk, President and CIO of Merk Investments, returns to Real Vision TV to outline some of the big themes on his radar and the challenges of portfolio construction amid changing risk sentiment. Drilling down on his investment process, with a comprehensive view on foreign exchange markets, Axel also addresses the reasons behind his recently changed view on China.

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Chapters

  1. 00:01:33
    Portfolio Diversification
  2. 00:21:20
    US Dollar
  3. 00:34:35
    Monetary Policy

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