John Woods, Chief Investment Officer, at Citi Private Bank joined CNBC Europe to discuss his approach for investing in a volatile market. He sees the Euro crisis continuing with a depression in parts of Europe and continuing turmoil. He offers some global macro ideas for navigating the volatile market. His favorite picks:
- US Investment grade debt
- Japanese equities
- Underweight emerging markets
- Underweight China
- Buy Yen vs the USD
Mr. Roche is the Founder and Chief Investment Officer of Discipline Funds.Discipline Funds is a low fee financial advisory firm with a focus on helping people be more disciplined with their finances.
He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance, Understanding the Modern Monetary System and Understanding Modern Portfolio Construction.