Will the energy crunch be short lived?
In our latest episode, Mark Winterburn is joined by Dawn Li Wan Po, a senior portfolio manager in the UK, to discuss the investment themes we like best for our end-of-year Market Outlook, namely healthy living, future mobility and the circular economy. In their discussion, Mark and Dawn also highlight the current energy crunch, which continues to dominate headlines, whether the fallout surrounding Evergrande Group represents the Chinese market as a whole, and recent news out of the world's central banks on interest rates and asset purchase tapering.