Following the release of our Q2 thematic update, Audrey Goh talks to Hannah Chew to discuss the recent performance of our long-term themes in Climate investing, Digital and China common prosperity. They explored the reasons for their recent underperformance as well as what they expect in terms of their outlook going forward. Additionally, they discussed why it would still make sense for investors to incorporate long-term themes in their portfolio.Speakers:Audrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered BankHannah Chew, Portfolio Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.

Ver todos los episodios