Rather than ignoring Europe and the US, for example, stock pickers are finding great opportunities in among the economically-tainted markets.
As far as fixed income investors are concerned, it was always unlikely the yields would last the pace of the past few years – with gilt investments losing you money in real terms – but talk of a great rotation is woefully short of the mark.
At Portfolio Adviser Expert Investor Channel Islands, we looked at the main investment themes coming out of this environment:
- Income (Gareth Isaac, global fixed income fund manager, Schroders & Piers Hillier, head of overseas equities, Kames Capital)
- Protecting capital (Andrew Cawker, head of specialist equities, Insight Investments)
- Ignoring benchmarks (Laura vu Thien, executive director, TOBAM)
- Multi-asset investing (Roger Sadewsky, investment director, Standard Life Investments)
We also took a very specific look at how to take advantage of companies based in Europe (Nicholas Wilcox, client portfolio manager, JP Morgan AM) including the UK (Anthony Cross and Julian Fosh, fund managers, Liontrust).
Click here to find out what all the fuss was about.
