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NS Partners’ Michael Mortimore Featured in WealthBriefing and WealthBriefing Asia

August 11, 2022

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Michael Mortimore, NSP’s Client Portfolio Manager spoke to WealthBriefing on how analysis of liquidity cycles can help provide discipline in stock selection and asset allocation.

Michael joined NS Partners in February 2022, and previously worked at Somerset Capital and Macquarie Bank.

In the article, he explains how watching the flow of money from central banks can guide decisions on investing in those economies. He illustrates this theme using current emerging market examples, such as southeast Asia. According to Michael, “Our thinking behind exposure to the region was partly the chance that oil prices will stay high for longer, along with strong commodity prices and supportive money numbers. These markets have had a really good run this year and have recently been a source of cash for us.”

The article was published on August 11, 2022 in WealthBriefing, and was syndicated in WealthBriefing Asia.

Read the full article now.

NS Partners Ltd.
August 11th, 2022