Steve Diggle, from Vulpes Investment Management in Singapore, returns to volatility trading after a 14-year break. He discusses the current favorable conditions for downside hedging amidst high market valuations and fewer central bank interventions. Diggle highlights challenges in the biotech sector post-COVID, revealing a unique investment opportunity in undervalued companies, albeit with significant risks. He also explores the political environment under Trump, emphasizing its effects on market uncertainty and investment strategies.
