Michael Devereux, Multi Asset Portfolio Manager at Schroders
As China reopens after its extended period of Covid restrictions, how should investors approach investments in the country for a multi-asset portfolio?
The question of how to invest in China has been an ongoing source of debate for multi-asset investors.
Given the major disruption to the global economy caused by the pandemic, we set out to investigate whether the future brings new opportunities, risks, or both in the context of a diversified portfolio.
Our investigations revealed five key observations, and from these we made a number of investment conclusions.
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