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 are the expectations for cyclical sectors if the economy stabilizes?

How does the speaker view the relationship between equities and credit in Europe?