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She advises investors to diversify their portfolios into Asia to mitigate the high concentration risk associated with US equities.
“Even as you own S&P 500 index, your exposure to the US tech might be over 40%. The concentration risk is real. So, Asia do offer a cheaper alternatives getting you access to a vast region of different countries and different sector exposure is a real diversification, not just another picker.”
Merryn Talks Money · Feb 2026 · 1 episode · 767 views on this topicExtracted by a model; may misattribute who said what.
Complete months · first on record Dec 2025