Brian Selmo

Brian Selmo, portfolio manager and research director at First Pacific Advisors, shares invaluable insights on navigating today's financial landscape. He discusses the importance of diversification and emphasizes investing in quality businesses over macro predictions. The dynamic of healthcare investments post-COVID is explored, alongside the potential of AI in this sector. Selmo also delves into emerging markets and the advantages of private market investments, while highlighting the crucial role of effective communication to maintain investor confidence during downturns.