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Bloomberg TV interviewed Manish Singh on stock price and market performance across the globe. Manish shares insights into Crossbridge’s investment portfolio and outlines why he likes technology providers, such as SAP and Google as well as financial services providers, including Barclays and UBS, and sheds light on why Crossbridge does not invest in commodities and why he is becoming increasingly keen on European equities.
Crossbridge’s portfolio generally consists of a spread of 50-60% investment in equities, 20-30% in bonds and the remainder in cash.