Here is what he said:
-- With bond rates 1% or less and with U.S. and EU markets not looking good, institutional investing in frontier markets to gain alpha.
-- Investing in consumer stocks all across the globe, specifically in emerging markets as 5 billion people are getting rich and will need these products.
-- Investing in diversified oil companies.
-- Investing in commodities.
-- Frontier market to consider for investments: Myanmar. It is going through the transition from a state-controlled economy to market-driven economy and that drives growth.
-- Fears about a China slowdown are overdone.
Here is the video: