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EssentialWe Got the Message

How To Trust the Process

Featuring Jamie McDonald

Nov 23, 2022 • 13 minutes

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Essential

We Got the Message

How To Trust the Process

A professional investor talks about decision-making frameworks, the British pound, and upside risk for equities.

Featuring Jamie McDonald

Nov 23, 2022 • 13 minutes

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. Show More

Real Vision experts answer the questions you ve posed to us in our comments sections and on social media.

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Real Vision experts answer the questions you ve posed to us in our comments sections and on social media.

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