A particularly challenging environment has sharpened investors’ focus on analytical and risk frameworks, as they seek the means to preserve capital and, if possible, profit from emerging opportunities. To shed some insight on the process, Real Vision’s Jamie McDonald talks about how he approached such decision-making when he was running a $350 million long-short equity portfolio. He also explains the relationship between bond yields and forex rates and breaks down the Bank of England’s recent intervention to stabilize the pound. Finally, Jamie discusses how the market might react if the war in Ukraine was to end, among other present considerations for investors.
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