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.