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Why this fundie vacationed in a ‘failed state’

Why this fundie vacationed in a ‘failed state’

It’s hard to be bullish on a bankrupt market, but wayfaring investor Nick Schoenmaker is hopeful Lebanon can turn its fortunes around.

Aleks VickovichWealth editor

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Good investors should be students of geopolitics, not just markets and the economy, says Nick Schoenmaker.

That’s why the multi-asset investment strategist travelled to Lebanon after finishing up with Sydney boutique fund manager Evidentia in January, rejecting the more traditional gardening leave sojourn around Tuscany or road trip along Australia’s eastern coast.

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Aleks Vickovich
Aleks VickovichWealth editorAleks Vickovich leads the Financial Review's coverage of wealth management, specialising in the business and regulation of investment markets, financial advice and superannuation. Email Aleks at aleks.vickovich@afr.com

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Original URL: https://www.afr.com/companies/financial-services/why-this-fundie-vacationed-in-a-failed-state-20230418-p5d1fb