"Why Defence Makes Sense.
History suggests that the worst drawdowns typically happen during recessions."
To describe why defence makes sense is Jason Borbora-Sheen Portfolio Manager at Investec Diversified Income Fund.

"Why Defence Makes Sense. History suggests that the worst drawdowns typically happen during recessions." To describe why defence makes sense is Jason Borbora-Sheen Portfolio Manager at Investec Diversified Income Fund.

The Asset Class: Jason Borbora-Sheen

A regular feature populated by our finest fund managers, who explain their positioning in the markets, their current asset allocation and their views on future market behaviour. Essential listening for serious, long term investors.

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The Asset Class: Jason Borbora-Sheen

The Asset Class: Jason Borbora-Sheen

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