Commentary: macro, risks and opportunities
Kerim Celebi, Portfolio Manager of Brummer Multi-Strategy, comments on the macro environment and outlines risks and opportunities going forward. Watch the entire film, flip between the chapters, or read the text version below.
This is marketing communication. Please refer to the prospectus and to the KIID/KID of the relevant fund before making any final investment decisions.
Chapters
00.01-04.00
“2023 in brief”
04.08-08.45
“Market environment 2024 and opportunities”
09.00-11.30
“BMS’s performance in 2023”
11.30-13.30
“Changes to the portfolio”
Text version, PDF
Questions? Contact us at info@brummer.se