In an exclusive interview with Citywire, star global equities manager Rajiv Jain explains:
- Why he sold down technology stocks in 2018
- Which emerging market economies he has added to this year
- The reason he is confident his US equity strategy will be a success
Jain is manager of the $1.4 billion Goldman Sachs GQG Partners International Opportunities fund and the $946.5 million GQG Partners Emerging Markets Equity fund.
This is the second clip from Citywire's wide-ranging interview with Jain. To view the first one, in which he discusses the investors who most influenced him and the one question all analysts should ask PMs, click here.