NY Fund's Fuller: Overweight, Very Bullish on U.S.

The video discusses the shifting risks in global economic growth, focusing on slow growth in the US, declining growth in China, and stagnation in emerging markets. It highlights the importance of investing in global economic growth to fund pensions. Insights from a conference confirm existing geopolitical and economic risk scenarios. The speaker outlines investment strategies, emphasizing a bullish stance on the US, interest in Europe, and exploration of opportunities in China, India, and Sub Saharan Africa. Challenges in investing in frontier markets like Sub Saharan Africa are acknowledged, with a focus on patient, long-term strategies.

What is the primary risk the speaker is concerned about?

• Environmental changes

• Economic growth

• Political instability

• Technological advancements

What has the speaker learned from the recent conference?

• New investment opportunities in technology

• Confirmation of existing geopolitical and economic risks

• A shift in focus towards renewable energy

• Increased optimism about global economic growth

Which region is the speaker particularly optimistic about for investment?

• South America

• Europe

• Africa

• Asia

What is a significant challenge in investing in Sub-Saharan Africa?

• The large size of the investment fund

• Political instability

• Lack of consumer market

• High inflation rates

What type of investment is being considered for India?

• Real estate

• Private equity

• Cryptocurrency

• Commodities