151. Strength in simplicity and making money in emerging market bonds

John Stopford and Jason Borbora-Sheen became managers of Ninety One Cautious Managed in May 2020. In this podcast, Jason discusses the performance of the fund and the changes made since they took. He also tells us why risks are increasing for equities, reveals why he likes emerging market bonds, financials and healthcare and gives his outlook for both equities and bonds in the next 12-18 months.