How to a build a better investment portfolio and why liquidity is key for coming opportunity
In this interview, Rachana discusses the proliferation of private players into the market and why you “really have to have more and more channels for liquidity to add Alpha to the portfolio”. She warns that compliance is a very important issue going forward into 2023 as regulatory requirements increase and that worldwide, this has become a dominant factor for investors, especially when managing third-party funds.
Rachana gives her perspective on:
- Portfolio construction and why she cautions against ‘high bonds’
- The influence of policymakers on the markets
- Why Asian Central Banks have done a very good job of developing their own local bond market
Watch the interview now
*This interview was taken in Nov 2022*