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VIDEO: Lombard Odier IM equities chief on why he's backing EM's 'sick man'

In this video, Didier Rabattu, head of equities at Lombard Odier Investment Managers, explains why he thinks we are still at the early stages of the rise in Europe.

It is still the right time to pile into European equities, he says, but names the potential shakers that could upset the rosy scenario.

Even so, Rabattu says that emerging markets come out on top as one of the best zones to invest in at the moment, as they boast a combination of growth acceleration and interest rates coming down.

Finally, he reveals why he believes China – formerly the 'sick man of emerging markets' – is now the best play in EM equities.

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Didier Rabattu
Didier Rabattu
33/205 in Equity - Global Emerging Markets (Performance over 3 years) Average Total Return: 31.66%