Mark Attanasio on Investing in Europe Amid Brexit

The video discusses country-centric investments in Europe, comparing US and European portfolio yields. It highlights investment strategies, risks, and the impact of Brexit on markets. The speaker explains hedging strategies to manage currency and market risks, emphasizing the importance of credit judgment in portfolio success.

What is the primary focus of the investment strategy discussed in the first section?

• Broad continental investments

• Country-centric investments

• Technology-focused investments

• Sector-specific investments

How does the yield of the European portfolio compare to the US portfolio?

• Both portfolios yield the same

• The European portfolio yields less

• The US portfolio yields more

• The European portfolio yields more

What was the general sentiment of betting parlors regarding Brexit?

• They were against Brexit

• They were neutral about Brexit

• They were in favor of Brexit

• They had no opinion on Brexit

What type of risk did the investment strategy focus on hedging?

• Brexit risk

• Currency risk

• Interest rate risk

• Political risk

What factor is emphasized as crucial for the success of the portfolio?

• Credit judgment

• Economic forecasts

• Market trends

• Investor sentiment