Below is a replay of a fascinating and globe-trotting conversation with Paul Espinosa, co-portfolio manager of the Seafarer Overseas Growth and Income Fund (SIGIX/SFGIX).

David then unpacked how 2021 has affected his views on China (made him more wary), taking us through how the government approaches which sectors to support and which to regulate. He addressed how the global surge in venture capital may lead to more dominant international companies, the mechanics around Brexit, and what sectors and trends he believes may be interesting opportunities in the years ahead.