Amber Capital CEO Sees Value in European Telcos, Media

The video discusses strategies to protect against potential Brexit outcomes and outlines investment priorities for 2019. It highlights sectors like telcos and media, which have been undervalued despite challenges. The discussion also covers market corrections and credit concerns, emphasizing the better risk-reward ratio of equities over credit, particularly in Europe.

What sectors are considered promising for 2019 despite skepticism?

• Technology and Healthcare

• Telcos and Media

• Automotive and Retail

• Energy and Utilities

What is the speaker's opinion on the market's pricing of media assets?

• They are not worth investing in

• They are fairly priced

• They are underpriced

• They are overpriced

What is the speaker's view on cyclicals if economic conditions stabilize?

• They will face further challenges

• They are due for a major bounce

• They are expected to remain stable

• They will continue to decline

What is the main concern regarding corporate credit in the US?

• Lack of investment opportunities

• High leverage and liquidity issues

• Strong economic growth

• Decreasing interest rates

How does the speaker compare the risk-reward between equities and credit in Europe?

• Both are equally risky

• Neither offers good risk-reward

• Equities offer better risk-reward

• Credit offers better risk-reward