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Inside the mind of a fund manager: 15 years of opportunity
15 years. Multiple market crises. One constant challenge: when do you protect, and when do you take risk? Omri Thomas takes us inside the thinking behind the Nedgroup Investments Opportunity Fund, including the lessons learned through difficult markets, how structured notes have become a bigger part of the toolkit, and why today’s combination of high equity valuations and high bond yields has the team paying attention.
| 11 min listen
