EM Insider - Ep. 3: why 30% cash isn’t such a bad idea today
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The third episode of our EM Insider series takes place in strange circumstances, with Raphael Kassin speaking down the phone late on Friday (27 March). In this episode, we discuss how the Covid-19 outbreak is weighing on local and hard currency calls.
Also in this episode, Kassin explains how he used to have almost one-third of his portfolios in cash and why taken such an aggressive approach to dry powder could help investors today. He also names an unlikely South American market to potentially back in the face of increased market pressure.
Also in this episode, Kassin explains how he used to have almost one-third of his portfolios in cash and why taken such an aggressive approach to dry powder could help investors today. He also names an unlikely South American market to potentially back in the face of increased market pressure.
